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How to Save a New Contact List

When you use filters, column selections, and sorting to create a view that you would like to return to in the future, you can save the view as a list. When you save a list, you do not need to re-create the view each time you visit your Contacts page. You can easily switch between multiple saved lists at any time by using the list picker.


  1. Navigate to Leads & Contacts > Contacts
  2. Add filters, make column selections, and sort the list.
    • Click HERE to view how you can add filters. 
    • Click HERE to view how you can add and rearrange your columns. 
  3. When you are satisfied with the view, select Save > Save as new list.
  4. The Create new contact list box appears. In this box:
    1. Enter a name for the list.
    2. (Optional) Check the box to make this your default list. (The default list is displayed when you load the Contacts list page. If no saved list has been made default, all contacts are shown.)
    3. Click the Create List button.

 



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