The Contacts list gives you an overview of information about a specific and allows you to easily access additional information for each contact.

This article includes information on:

• Opening the contacts lists
• Viewing the contacts lists

Also see (related articles):

• Viewing the Contact Card
• Adding or editing a Contact

Opening the Contacts List

Click Settings → Sales & CRM → Companies & contacts:

1. Select one of the following:
   a. My contacts - for a list of contacts you have added to Upsales
   b. All contacts - for all contacts added by your organisation
   c. Saved contacts - for any of your saved lists

The list of contacts you selected is displayed.

Viewing the Contacts lists

The Contacts lists provide an overview of information about your contacts.

1. Name - opens the contact card to the timeline
2. Phone number - opens the phone number in your associated calling app
3. Email - starts a new email to the contact (if you have activated Upsales email)
4. Delete - removes the contact

To find a specific contact in the list, enter the first few letters of the person’s name in the Quick Search field at the top right.

To customise your Contacts list, you can:

- Sort the list
- Customise the columns shown for the list
- Filter the list

Once you have customised a list, you can save that view to return to it easily later.