Focused View

How to Create a Custom Focused View
NOTE: You may not see the Custom sub tab depending on your permissions.  On the left navigation, click Leads & Contacts > Focused View.  Under ...
Tue, Jul 14, 2020 at 12:54 PM
How to Add Notes to Focused View Contacts
On the left navigation, click Leads & Contacts > Focused View.  Under the Focused View header, choose the Standard sub tab.  You may not see the C...
Tue, Jul 14, 2020 at 12:55 PM
How to Add Journeys to Focused View Contacts
On the left navigation, click Leads & Contacts > Focused View.  Under the Focused View header, choose the Standard sub tab.  You may not see the C...
Tue, Jul 14, 2020 at 12:55 PM
How to Log an Outcome
On the left navigation, click Leads & Contacts > Focused View.  Choose the Custom sub tab.  On the right side of the screen, click the down arrow ...
Tue, Jul 14, 2020 at 12:55 PM
How to Copy Focused Views
On the left navigation, click Leads and Contacts > Focus View.  Choose the Custom sub tab.  On the right side of the screen, click Edit View.  Within...
Tue, Jul 14, 2020 at 12:55 PM
How Can I Reposition Focused Views?
Repositioning helps you prioritize your views. Views at the beginning (top) of the list have the highest priority. Contacts only appear in the highest prior...
Tue, Jul 14, 2020 at 12:56 PM
How to Delete Focused Views
NOTE: This action cannot be undone!  On the left navigation, click Leads & Contacts > Focused View.  Choose the Custom sub tab. Next to the vi...
Tue, Jul 14, 2020 at 12:56 PM