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How to Sort and Search Contacts

  •  Sort Contacts:

You can sort your contacts by any of the column headers, including Name, Email, Phone, Tags, Source, Status, Last Contact, Contact Hotness, and the date the contact was Created.

When you turn on "Include team members contacts" a new column called "Team Member" will appear. You will then be able to sort by the team member owner of the Contact too.

To sort your contacts, click on the arrows next to the field you want to sort them by. If you click twice, it will sort ascending or descending order.

You can also rearrange the columns order by dragging and dropping them.  Any changes you make will be automatically saved for the next time you load the page.

 

 

  •  Search Contacts:

1.  You can search a contact directly by typing in the search box above the contact list, matching contacts will start appearing. This will search the name, email, phone, tags, source and status fields.

 

2. You can also start typing in the search box under the profile tab and a list matching your input will start showing up. This is available on every page in LionDesk.

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