Contacts - Table View vs. Pipeline View

There are two easy-to-change views within Contacts. Table View, for a customizable list of contacts for a traditional spreadsheet style experience. While Pipeline View provides you with pre-sorted previews of each contact according to their Status.

Each view has its own benefits and is easily switched between views. We will review how to change the view, as well as describe the functions of each. This is also available for Transactions here.

Change between Table View and Pipeline View

  1. While in the Contacts section - look for the toggle in the upper-right labeled 'Pipeline View' - it will be OFF by default. However, when you change the view, it will show the same view next time you go to your Contacts.

  2. Click the toggle to see the view change. The first time you change to Pipeline View, it may take a few seconds to load.


🌟  The last view you chose will be the view that loads next time.

👍  This concludes changing the view from table to pipeline.

Anatomy of Table View

Table View should feel very familiar, as it is much like a spreadsheet. It will show you all contacts based on the current Filter (all, by default) and the Columns you currently have visible. This view can scroll right to left to view more Columns - and - top to bottom to view more Contacts.

In the below image - there are 5 sections of the Table View that we will discuss.


  1. Columns - These directly correspond to the data fields filled out in each Contact. These are all the fields designated as visible in this view. You can change the columns using the 'Manage columns' button.  **Here is an article** on that. You can also sort the table (ascending or descending) by clicking the Sort icon on each column as demonstrated in the animated GIF below.

  2. Open a Contact - If you wish to open a Contact, simply look for Blue (links). Usually, you can look for either the First or Last Name.

  3. Select Contact - You can individually select any or all contacts visible on the page. When doing so, you will also have some available options - Export, Delete and Reassign. To learn how, see this article, Using Mass Actions on Contacts.

    In the animated GIF below, you will see how to select individual contacts and how to select all contacts on the page.

  4. Number of Visible Contacts per Page - You can choose the number of contacts you would like visible on each page. Click the drop-down in the lower-left of the Contacts section and choose how many you would like visible on each page (10, 25, 50 or 100).

      ContactTable5          ContactTable6
  5. Advance Page and View Total Contact Count - When there are more Contacts than can fit on a single page, you can click to go to the next page of Contacts. To do so, look for "Showing"... at the lower-right in the Contacts Section. Simply click on the < or > buttons, or choose the page # you would like to advance to. Within that section, you will also see the total Contact Count that matches the filter you either have set or not set.


👍  This concludes the anatomy of the table view.

Anatomy of Pipeline View

The Pipeline View provides the same ability to **Filter your contacts**, however, the view is significantly different. First you will see your Contacts grouped together by Status. In each Status group, you will see a consolidated preview of important contact details - name, email, phone, referred by, last contacted and owner.

To view more Status Groups, scroll from left to right. To view more Contacts in each Status group, hover your pointer over the group and scroll down.


  1. Groups to Display Contacts Based on Status - In each Contact Status will be displayed from Left to Right, with 'No Status' always being at the far left. You can adjust the order of **Contact Groups in Settings**.

  2. Link to Open a Contact - At any time, you can click the name of the Contact, in blue, to open the Contact. This will change the current display to the full Contact View.

  3. Quick Communication Links (Email & Phone) - Without leaving this view, you can quickly send an email or text message (SMS)
    1. Email - Click the email icon in a Contact preview box to trigger the email slide-out on the right side of the screen. You can quickly send an email. For learn more on sending and formatting emails, click here.

    2. Text/SMS - Click the text bubble icon in a Contact preview box to trigger the texting slide-out on the right side of the screen. You can quickly send a text/SMS.

  4. Sort the Contacts within a Status Group - Click the ellipse at the top-right of a Contact Status group to see your sorting options. You can sort by last date contacted or last name. Additionally, you can create a new quick contact with a matching status of the group from which it was created.


  5. Drag a Contact to Quickly Change the Status - From the Contact Pipeline view, you can easily change the status by clicking at the top-right corner of any Contact preview box, then drag it to the appropriate new status. This is a great way of quickly organizing your contacts, as we will show in the animated GIF below.


⚠️  Changing contact status can trigger automatons based on your setup. It's important to understand what automatons may run if you change a contact's status.

👍  This concludes the anatomy of the pipeline view.