Customer 'View'?

Smart CRM & Sales Hub CRM
1

Hi all,

I’ve realised that the lifecycle status is on each contact page, but how do I view all ‘customers’ for example, and can I create a saved view for this? Thanks

2

Hi @SNicholls6,

You can find the instructions to create such a filtered view here: View and filter records

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The link above also explains how to save this permanently.

Alternatively, you can also create a list of contacts: Create segments

In both cases, you would look for “Lifecycle stage”.

Best regards!

3

Hey @SNicholls6

  1. Navigate to your records (Contacts, Companies, Deals, Tickets)
  2. Now in the Filters click on the advanced filter tab and search for lifecyclestage is any of coustomer.
  3. Click and drag the view’s tab to the left most position.

This view will be the first tab to appear each time you navigate to the home page, and applies only to your user profile.

Let me know if you have any followup questions!