In a group, you can view the same data in multiple ways. You can create different views from the group page by choosing the type of contacts (people or companies) and type of view (table or pipeline).
In each group, you have 2 views already created by default :
All people view: the list of all the people added to your group
All companies view: the list of all the companies added to your group
Companies will be automatically added to your group when you add people that are linked to these companies.
Create table views
To create a new table view in your group, simply click on "Add view". Pick a view name, select the contact type, select table view type and click create.
It will simply duplicate your default view and then you can apply the set up of your choice automatically saved in this view (filters, sorting, column order etc...).
Table views can be used in multiple ways:
Sub-groups & batches: for example by filtering your view by some tags (status, contact type, campaigns etc...)
Teammates: for example by filtering your view by team owner (sales owner, interview owner etc...)
The view on top of your list of views, is the view by default that will open when going to your group.
You can re-order views the way you want.
Create pipeline views
To create a new pipeline view in your group, simply click on "Add view". Pick a view name, select the contact type, select pipeline view type and click create.
It will turn your default table view into a Kanban view. And you can choose to organize your pipeline view by the field of your choice (select fields only).
Pipeline views can be used in multiple ways to manage your workflows:
Manage views
You can access your list of views either from view dropdown within you group, or directly from the sidebar.
For each group in the sidebar, you can decide to expand the group to display the list of views and access them directly from the sidebar. Just collapse again the group, to hide them.
