Training: Table View (All Contacts View)

The All Contacts Page is where you can view, filter, and take action on Contacts across any of your Pipelines in one place.

Accessing the Page

  • From this tab you can:
    • View all Contacts
    • View Contact profiles (popup or link to full page)
    • Change Stage without opening the profile
    • Sort by column
    • Filter to specific Contacts or segments of Contacts
    • Perform "Bulk Actions" 
    • Search for Contacts
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