Contact Table View

Navigate the Contacts tab πŸ”Ž

Jason avatar
Written by Jason
Updated this week

All About Contact Table View πŸ‘‡

When you click into the Contacts tab, you are taken straight to a clear table view of your contacts.

But what can you actually see and do here? let's take a closer look right below together!

This image showing Contact Table view as an example

Click on the link ⏬ to skip to the section you're interested in:

Pipeline

This image showing Pipeline as an example

This is your Contact Pipeline. You can tailor what the chevron titles are (read all about that HERE) so that it suits your internal processes. The numbers clearly show you how many contacts you have in each stage.

  • ❌ is a Reject Contact

  • πŸ”Ά is Pending Contact

  • βœ… is Success/Won/Converted to Job

Search table

This image showing 'Search table'

Here you can search specifically within the Contact table. It will search the Contact and Company name fields to bring you back Contact results containing that criteria.

πŸ’‘TOP TIP: This is a great way to quickly find a particular contact
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This image showing you can search specifically within the Contact table. It will search the Contact and Company name fields to bring you back Contact results containing that criteria.

Smart Views

If you would like to save a specific group of columns in your view, you can also save your current view as a Smart View.

This image showing content of Smart Views - To save your current view as a Smart View, simply type the view name and click on the Save button.   If you wish to delete a view, click on the bin icon πŸ—‘οΈ  You can also share your Smart View with specific teams or individuals by clicking on the pencil icon ✏️

To save your current view as a Smart View, simply type the view name and click on the Save button.

  • If you wish to delete a view, click on the bin icon πŸ—‘οΈ

  • You can also share your Smart View with specific teams or individuals by clicking on the pencil icon ✏️

Note: You won't be able to edit your Smart View after it's been saved but you can load it at any time, make new changes, and save it again as a new Smart View.

Custom Columns

This image showing how to view Table View & Configuration in Contact Table view

What you see in the table view is up to you. Each user can simply choose the columns that are important for them to see by clicking on this icon.

This image showing What you see in the table view is up to you. Each user can simply choose the columns that are important for them to see by clicking on this icon.

Distribution Lists

This image showing how to vide Distribution list in Contact Table View

πŸ‘‰ Click here to see your distribution lists. You can learn more about these HERE.

Table Filters

This image showing Table filters

πŸ‘‰ Here you can apply various filters to your Contact table.

Pipeline View

Enabling and Disabling Pipeline View will allow you to show or hide the Pipeline View above the page.

this gif showing how you Enabling and Disabling Pipeline View will allow you to show or hide the Pipeline View above the page.

Happy Recruitment #TheVinnyWay 🀩

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