List Views are a powerful feature in the Lists app that allow you to save custom filter and column configurations for quick and easy access. By creating different views, you can streamline your workflow, focus on specific segments of your data, and work more efficiently.
What are List Views?
A List View is a saved snapshot of the filters and column layout you have applied to a list. You can create multiple views for different purposes, and they are available for both your Company and Contact lists.
For example, you could create a view for:
"High-engagement visitors this month" - Companies with high web engagement scores that visited recently
"DACH Enterprise Accounts" - Companies in Germany, Austria, and Switzerland using AI enrichment or CRM location data.
When you switch to that view, your list will instantly update to show only the relevant data with your preferred columns.
Views are dynamic, meaning they automatically update as the underlying data changes. If a company's data changes to match your view's filters, it will appear in that view.
How to Create a New List View
Creating a new view is a simple process:
Apply Filters: Navigate to any Company or Contact list. Open the filter panel and apply any combination of filters you need, including Web activity, AI enrichment data, CRM fields, Tags, or Lists.
Customize Columns: Click the column selector to add, remove, or reorder the columns in your table to fit your needs.
Save the View: Once you are satisfied with your setup, click the Save as new view button located next to the view selector dropdown.
Name Your View: A window will appear showing the active filters and columns. Give your view a descriptive name (e.g., "High-engagement visitors this month") and click Save.
Your new custom view is now saved and active.
Managing Your List Views
You can easily manage your views to keep your workspace organized and up-to-date.
Switching Between Views
Use the dropdown menu at the top of the list to switch between your saved views and the "Default View." The filters and columns will update instantly each time you select a different view.
Updating an Existing View
If you want to modify a view:
Select the view you wish to change from the dropdown menu.
Add or remove filters or adjust the columns.
Click the Save button and select Current view from the dropdown to save your changes to the active view.
Renaming or Deleting a View
To rename or delete a view, click the three-dot menu next to the view selector:
Rename: Select this to open the save window, where you can enter a new name for the view.
Delete: Select this to permanently remove a view you no longer need. A confirmation will be required.
Advanced Use Cases
List Views can be combined with other features to enhance your workflow.
Using Views with "All Companies" and "All Contacts"
You can apply a saved view to the All Companies or All Contacts lists. This allows you to run complex filter configurations across your entire database with a single click, helping you to segment and analyze all your records efficiently.
Note: "All Companies" and "All Contacts" refer only to the records in your own Dealfront database—those added to a list or identified by Leadfeeder—and not Dealfront's global database.
Bulk Actions
List Views work seamlessly with bulk actions like Export or Move to list.
When you have a view active and use the "Select All" function, the bulk action will only apply to the companies or contacts that match your view's specific filters.
Good to Know
Privacy: By default, any view you create is private and only visible to you.
Entity-Specific: Views are created per entity type. A view created for a Company list can be used across all your Company lists, but it will not be available for Contact lists, and vice-versa.
Still unsure how to move forward? Check our Academy Videos, contact us via support@dealfront.com or use the live chat. We're happy to guide you.
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