Dear All,
Do you know how can I see the contacts by sorting hubspot contacts by lead status ?
I am asking that because I want to see first contacts with the best lead status like qualified leads or customers , than the rest of the prospects.
Thanks.
Eugen
md@softinvest.co.uk
Hi @eugeniliescu,
Happy to help. Under Menu > Contacts > Contacts, click Edit columns in the top right corner of the app:
Find “Lead status”, select it and confirm. Now you should see a column. By clicking on the column header, you can specify the sorting order.
Once you’re happy, clone the view and save it:
It should now appear as a tabbed view on your contact index page. By moving it to the very left, you can make it your default.
Best regards!
Thanks but I know that. I want something different – just sorting all
contacts based on some lead status criteria.
Hi @eugeniliescu,
Please elaborate on what exactly you mean. I provided a solution for sorting contacts by lead status. What exactly do you mean when you say “just sorting all
contacts based on some lead status criteria”?
Your solution is OK, I know that but for more efficiency, if we can
prioritize the view of all contacts by sorting all contacts somehow.
Thanks.
Hi @eugeniliescu,
My solution is referring to the All contacts tab on the contact index page. Where else exactly would you like the contacts to be sorted?