Page 5 - Freshworks Expert Guide Book
P. 5

Viewing Your Contacts






                                                                        A list of contacts are viewable in the Contacts tab. From
                                     Click the icon on the left to      the Contacts tab, you can choose any one of the views
                                     get to the Contacts view
                                                                        you’d like from the Contact views drop-down, sort the
                                                                        results and filter them, to see a list of refined Contacts.

                                                                        If you’d like to narrow your search results further, you can
                                                                        add filters of your choice and sort the Contacts by their
                                                                        contact method, lifecycle stage, status, and the time
                                                                        when they were created, updated, or last contacted.

                                                                        Every search criteria can be saved as a custom view to
                                                                        keep you from modifying the filters over and over again.










                                       Click the icon to open all views and select the view you want to see. For
                                       example, My Contacts will show you contacts where you are the Sales Owner



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