Contents
Accessing the Contact List
You can easily view your CRM contacts in a clear, table-style format. Here’s how to get there:
- For most CRM areas, like contacts or tasks, this table view is what you see when you select the section from the main menu on the left or top.
- For opportunities, head to the Opportunities section and switch to the Contact List using the toggle at the top right.
Key Features of the Contact List
The Contact List in Concours Pro makes managing your CRM contacts straightforward. Here’s what you can do:
- View Contacts in a Table: All your CRM contacts are laid out in a tidy, table format, so you can quickly scan and find the details you need.
- Sort by Any Field: Organise your contacts by any field, like name or last interaction, to focus on what matters most.
- Customise Your View: Pick which fields show up in the table, resize them, or rearrange them to suit your workflow.
Why Use the Contact List
Using the Contact List in Concours Pro saves you time and keeps things organised. Here’s why:
- Everything in One Place: See more contact details at a glance without flipping between screens, giving you a clear overview.
- Tailored to You: Customise the table to show only the info you care about, so it’s always set up the way you like.
- Work Smarter: Sort, filter, and export contacts right from the table, cutting down on repetitive tasks and boosting your productivity.
