Before you start
The Contacts tab comes with preset Views. Create your own when none of the presets show exactly what you need.
How to create a View
1. In the Contacts tab, click View.
2. Select the filters you want.
3. Click + Save Current View.
4. Click Done.
Using your View
Your saved View appears alongside the preset Views. Select it any time to apply its filters to your contact list.
Other ways to narrow your list
Tool | What it does |
Search bar | Searches for specific contact details |
Filters | Builds your own filters when you’d rather customize than use a View |
Edit Columns | Changes which columns are shown on your screen |
Top metrics | Click High Intent, Low Intent, Bad Data, Processing, Unscored, and more to filter the list in one click |
Related articles
• Finding Contacts with Search, Views, and Filters
• Building Custom Filters
• Understanding TitanX Intent Tiers