In LionDesk, searching and sorting through your contacts is simple and easy to search through.
1- First locate your "Contacts" tab in your LionDesk account
2- You will then see your contact table where all of your contacts are located
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.
1- 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.
2- 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
3- 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.