Create lists of your contacts or leads based on criteria of your choosing, and save them to pull them up in seconds!
With Nutshell's advanced customizable lists of companies, people, and leads, you can always see the information that's important to your business.
Save your custom lists and even share them with your team to always have a quick way to access what's most important to you.
After you've set up the view you want (adding and re-ordering columns, sorting, and adding filters), click the Save list button in the upper right corner. You can give your list a name, and decide if you'd like your team members to be able to view the list.
When you want to view a saved list, you can find it quickly at the top in the drop-down menu. If you want to change any of your saved lists from private to shared, click 'Share' and you can choose to share your list with everyone in Nutshell, or specific individuals in Nutshell.