Note
Your organization administrator must first create a pipeline tab. Please reach out to your marketing administrator for more information.
- You cannot edit or delete organization-wide tabs.
- You cannot modify the organization's lists within a tab.
- User-specific lists within a tab are moved to the user's My Contacts if an administrator deletes an organization-wide tab.
- On the left navigation, click Leads & Contacts > Contacts.
- Click on an organization tab.
- (Optional) Click the dropdown to select a list.
- Use the filtering tool to sort, change columns, and to customize your list.
- A slide out page appears.
- Click Save > Save as new list to update that new list of filtered contacts.
