In this video, we’ll teach you how to organize your data within the companies, contacts, and properties tabs to make more meaning out of your database. Additionally, we'll show you how to filter through your data and create lists, which will help you in your prospecting and deal management efforts.
At the end of this tutorial, you'll be able to:
- Create lists using filters
- Add columns within your lists to view what’s important to you
- Clone or edit your lists
- Share your lists with colleagues
Video Length: 7:40