Table of Contents
- You’ll see the YoroCRM home page. To view your contact, click on the “Contact details” module on the home page.
- The Contacts module will display a list of all the contacts in your account.
- You can sort the contacts based on various criteria such as contact name, company name, email address, mobile number, and owner, etc.
- Here, you can view the status of your campaigns and deals, so you can see the stages and counts of which tickets are planning, active, or completed.
Views in Contact #
Creating and Managing Custom Views for Contacts:
- From the top menu, click Views.
- Click Create New View.
- Enter the New View Name.
- Click Save.
- You can:
- Set the view as Default View.
- Update filters.
- Edit the view name.
- Delete the view.
