Streamline Your Workflow with List Views

In this video, we'll show you how to use List Views in the Lists app—a feature that lets you save your custom filter and column configurations for quick access anytime.

A List View is a saved snapshot of your filter and column configuration. You can create different views for different purposes, available for both Company and Contact lists.

Let's create our first view. Start by naming your view and applying the filters you need—you can use any combination of Dealfront data, web activity, and your own CRM data. Next, customize your columns.  Once you're happy with your setup, click the "Save as new view" button.

Give your view a descriptive name and hit "Save". Your new custom view is now saved and active.

You can easily switch between views using the dropdown—filters and columns update instantly.  To modify an existing view, make your changes, click "Save current view" to update the current view.

Need to rename or delete a view? Just click the three-dot menu. You can rename your view to keep things organized, or delete views you no longer need.

List Views become even more powerful when combined with other features. Use a view on the "All Companies" or "All Contacts" lists to apply complex filters across your entire database in one click.

List Views also work seamlessly with bulk actions. When you apply a view and select all items, actions like Export or Move to list will only apply to companies or contacts that match your view's filters.

And there you have it! List Views are a simple but powerful way to streamline your workflow. Start creating your own views today! 

Still unsure how to move forward? Check our Academy Videos, contact us via support@dealfront.com or use the live chat. We're happy to guide you.