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How To Create Custom Views

We've developed a few new features for contact tables that will improve your experience

Christian Martin avatar
Written by Christian Martin
Updated over 3 months ago

Having an organized view of your contacts/companies is important to many sales professionals. This feature allows you to create funnels/pipelines within GlassHive in order to show where groups of contacts/companies are in the pipeline. This feature makes it easier than ever to view, organize and edit your contacts all in one view.

  • To create a view start on either the contacts or companies page.

  • Then select "Add View"

  • After selection the View builder will pop-out

  • Add filters, hide/show columns, select pinned columns, and select an icon

  • Once the view is created it will appear right above your contact tables.

  • You can create as many views as needed in order to more accurately segment contacts or companies to fit your needs!

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