How to Organize Contacts in Insightly
- George Apostolov
How to Organize Contacts in Insightly: step-by-step guide
Navigate to the 'Contacts' section to manage your valuable business relationships.
Access your contact database, where all your customer information is centralized.
Click on the gear icon to create a customized 'List View' to segment contacts based on your specific needs.
Enter a descriptive name for your new contact list view.
Click 'Save List View'.
Save filters as custom views for quick access.
You've successfully organized your contacts in Insightly by creating custom views.
Quick answer: To organize contacts in Insightly, navigate to the Contacts section, click the gear icon to create a customized List View, enter a descriptive name, and click Save List View. Finally, save filters as custom views for quick access to your centralized customer information.
About this tutorial
Streamline your customer database in the app by creating custom list views and saving filters for quick access to your business relationships. This guide shows how to organize Contacts in Insightly in 7 steps, starting with "Navigate to the 'Contacts' section to manage your valuable business relationships" and finishing with "You've successfully organized your contacts in Insightly by creating custom views". The interactive demo above is a click-through copy of the real product interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to organize Contacts in Insightly?
7 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your data or settings. Once you know the flow, repeat it in your own workspace.
Create your first interactive demo in minutes
No credit card required • Start building today
