On the company card, you can find the Contacts smart tab. Clicking that will show you all the contacts that the company has.
Sorted by relevance
The contact list is sorted by relevance, which is useful if the company has many contacts. The relevance sorting takes the following into consideration:
- First come the contacts marked as priority (click the star next to a contact, Mark as priority)
- Then we look for contacts that have a sale within a year
- After that, we look for contacts that have an opportunity within a year
- Then we look for contacts that have appointments and activities
- We then check if there have been any sales or opportunities
- The contacts are then sorted by lead score
- And lastly, active contacts are placed before inactive ones
Toggle the list to A-Z order
Need to find a specific contact? You may prefer an alphabetically ordered list. Select the A-Z toggle at the top of the list. Contacts marked as priority stay at the top in A-Z order too.