Adaptix allows you to organize your contacts in several different ways.
- Create a List Segment
- Segments provide ways to easily organize your contacts.
When viewing all segments you will notice the column on the right which shows the number of contacts matching that particular segment.
- To create a new segment navigate to Segments in the menu, and click on ‘New’.
- Segments provide ways to easily organize your contacts.
- Group by Company
- Above the information of the company (name, address, and all custom company fields) and the chart, you can find a table with the list of the assigned contacts displaying the date of their last activity. A good way to have a view of the recent activity of the contacts you know in this company!
- Using Tags
- Custom fields
