Saved views in Contacts

A saved view keeps a set of Contacts filters under a name, so a list you build often is one click away.

To save a view:
1. Set the filters you want in the Filters and tags panel: search, segment, tags (including Match Any or All), source, company and title.
2. Press Save view beside Views.
3. Name it, choose Just me or Team, and press Save.

Click a view's name to apply it, or All contacts to clear every filter. If you change the filters while a view is applied, Update view saves the change to it. Hover a view and press the X to delete it; confirm with Delete.

Team views are shown to everyone in your organization. Only the person who saved a view, or an admin for a team view, can update or delete it. Views saved in Contacts appear only in Contacts, and Accounts keeps its own.