Custom Views
Custom views let you save specific configurations of columns and filters to quickly access different perspectives of your contact base. Instead of reconfiguring your table every time, create a view and switch to it with a single click.
Default View
When you enter the Contacts section, the active view is "All contacts". This is the default view, which shows all of your contacts with no filters applied and the base columns.
The default view cannot be deleted or modified, but you can create as many custom views as you need.
Create a New View
Click the "All contacts" dropdown in the top left corner of the table.
Type the name of your new view in the "New view" field (e.g., "WhatsApp Leads").
Confirm by clicking the ✓ icon.
Your new view is saved with the current column and filter configuration.
What Does a View Save?
Each custom view stores:
| Configuration | Description |
|---|---|
| Visible columns | Which columns are shown in the table |
| Column order | Where each column appears |
| Active filters | Filters by platform, tags, owner, or other criteria |
When you switch views, the table updates automatically with all of these saved configurations.
Switching Between Views
Click the dropdown to see every available view and pick the one you need. The change is instant and the table updates immediately.
Examples of Useful Views
Here are some ideas for organizing your work with custom views:
| View | Configuration |
|---|---|
| "Active leads" | Filter: tag "Lead" + last 30 days |
| "WhatsApp customers" | Filter: platform WhatsApp |
| "No owner" | Filter: owner empty |
| "Sales team" | Columns: Name, Phone, Tags, Owner. Filter: tag "Sale" |
| "Weekly follow-up" | Filter: tag "Follow-up" + owner = your user |
Recommended workflow: First customize your columns and filters until you have the view you need, then save it as a custom view. That way, next time you only need one click to access that same configuration.
Shared Views
The custom views you create are available to your entire team. This lets you standardize how each area of your business views contacts, ensuring everyone works with the same information organized the same way.
If you want to connect a view with more advanced actions, check out the Bulk Actions section to learn how to operate on the contacts filtered by your view.