All About Contact Table View 👇
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!
Click on the link ⏬ to skip to the section you're interested in:
⭕ Pipeline
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.
Here is the definition of each chevron in the Pipeline of Contact
All Contacts:
The big black number presents the total Company in the chevron/stage at any point in time.
❌ X symbol presents 'reject' Contact
🟠 The orange number presents 'pending' Contact
Prospect
The big black number presents the total Prospect Company in the chevron/stage at any point in time.
❌ X symbol presents 'reject' Contact
🟠 The orange number presents 'pending' Contact
Engaged
The big black number presents the total Engaged Company in the chevron/stage at any point in time.
❌ X symbol presents 'reject' Contact
🟠 The orange number presents 'pending' Contact
Terms Signed
The big black number presents the total Company that has signed the term in the chevron/stage at any point in time.
❌ X symbol presents 'reject' Contact
🟠 The orange number presents 'Pending' Contact
✅ The green tick presents 'success'
Job Leads
The big black number presents the total Job leads in the chevron/stage at any point in time.
❌ X symbol presents 'closed job leads'
🟠 The orange number presents 'Open Job Leads'
✅ The green tick presents 'converted to jobs'
⭕ 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.
💡TOP TIP: This is a great way to quickly find a particular contact
⭕ 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.
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 🗑️
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 on 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.
Each user can simply choose the columns that are important for them to see by clicking on the column configuration icon.
Click HERE to see all the columns that are available in Contact Table View
For example: 'Last placement date' column for CRM (contacts table view)
This column reflects the most recent date a candidate was placed and associated with that contact (for example as the hiring manager).
This is a huge boost for recruiter efficiency and BD efforts as it effortlessly allows recruiters to filter by all of the contacts they have had a placement within a defined period of previous days/weeks/ months/years and then send a follow-up/check-in email in just a few clicks - great for securing repeat business.
🚀 What does this change mean for me?
Tracking Placements: Easily identify the most recent placement date for each contact, improving follow-up and relationship management.
Efficient Searching: Use the new column in advanced search to filter contacts based on their latest placement date.
Profile Management: View the new column in the company profile > contacts tab for quick reference.
Bulk Actions: Filter and sort contacts to perform bulk actions (for example mass emails) for contacts you've previously had placements with - great for securing repeat business - or simply wishing your previously placed with contacts a happy end to the year - in just a few clicks.
⚙️ Triggers for this field to update
When a candidate is placed, the placed date will be reflected on the associated contacts record.
When a contact is moved to a new company, previous information (such as placement dates) will be moved to the new contact record, ensuring it stays on the company record.
When a contact is merged (for example duplicates), previous information will be merged to the merged record.
When a placement is undone, the last placed date will be reversed from the contact.
📝 Note: This new field excludes contract/temp renewals - for renewals the original placement date will take precedence.
⭕ Distribution Lists
👉 Click here to see your distribution lists. You can learn more about these HERE.
⭕ Table Filters
In the Contact Table View, you can apply various filters to refine and focus the data according to your needs. Below is a breakdown of the available filters:
Company Filters
All Companies: View all companies in the system.
My Companies: View only the companies assigned to you.
Contact Owner Filters
All Contacts: View all contacts associated with companies.
My Contacts: View only the contacts assigned to you.
Created Date Filters
All: No date restriction; view all records.
This Week: View records created in the current week.
Last Week: View records created in the previous week.
This Month: View records created in the current month.
Last Month: View records created in the previous month.
This Quarter: View records created in the current quarter.
Last Quarter: View records created in the previous quarter.
Today: View records created today.
Yesterday: View records created yesterday.
This Year: View records created in the current year.
Last Year: View records created in the previous year.
⭕ Pipeline View
Enabling and Disabling Pipeline View will allow you to show or hide the Pipeline View above the page.
Available Columns in the Contact Table View
Here's a detailed list of available columns you can see in the Company Table View:
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FAQs
Q1: How can I track clients that are brand new and moving through the BD (Business Development) process?
Answer: To track new clients or contacts, you can use the filters available in the Contact table view. Here’s how:
Steps to Filter New Contacts:
Click the filter icon next to the Distribution List button in the Contacts table (as shown in the image).
In the Created Date section, select your preferred time range:
Today
Yesterday
This Week
Last Week
This Month
Last Month
This Quarter
Last Quarter
This Year
Last Year
All
Right below is the Status section, select New.
Click Filter to apply the changes.
To Track Progress Through the BD Funnel:
To check which contacts are still pending at a particular stage (e.g., Leads, Outreach, Prospect, or Job Lead):
Refer to the numbers in red displayed inside the chevrons at the top of the screen (see image).
These indicate how many contacts are still pending at each respective stage.
Happy Recruitment #TheVinnyWay 🤩