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

To view companies, select Contacts under Sales & CRM on your Upsales Home page. Or complete the following steps:

1. Select the Sales & CRM tab.
2. Select the arrow next to Companies & contacts.
   
   
   
   
3. 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 organization
   c. Saved contacts - for any of your saved lists

The list of contacts you selected is displayed.
You can also toggle between the Company and Contact list using the Company/Contact buttons at the top of the list.

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 customize your Contacts list, you can:

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

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