Several contact lists + more user friendly.

Sophie Karlbom
Sophie Karlbom Posts: 1
edited July 24 in Sales CRM #1

I would really need the possibility to create several contact-lists (for people) instead of just one big with different custom fields. We have a big amount of data and right now we find it easier to sort it in different spreadsheets/contactlists regarding the category of the customer. 

I'm also looking for an easier way to search in the contact list and how to transform contacts into deals. It's not at all that user friendly atm. 

Comments

  • Boris Tsibelman
    Boris Tsibelman Community Driver Posts: 1,037
    1000 Comments Second Anniversary Combo Breaker Photogenic
    edited November 2020 #2

    You may be able to leverage filtered views to achieve what you need.

    Create some pre-defined filters, and share them accordingly with the right team.

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited November 2020 #3

    Hi @Sophie Karlbom !

    I would follow @Boris Tsibelman 's suggestion of using filters (that you can then share or keep private) to sort through your contact list. 

    You can also control who sees whose contacts by changing the Visibility settings for Regular users.

    As for creating deals from contacts, all you need to do is is click  "Add new Deal" from the contact's detail view.

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