Quick View

The contact quick view allows you to see a list of contacts and data about them. The data shown is affected by your selected columns. When in the contact quick view you can do the following:

Select contacts - using the check box to the left of a contact’s name, you can select the contact. This will allow you to use bulk actions. You can also use the checkbox at the very top to select all contacts on the current page or select all contacts in your applied filters (this requires you to take an extra step to use the select all function).

More options - Using the three dots to the left of the checkbox, you can take additional actions for individual contacts.

Book appointment - Allows you to create a new appointment with the contact. For more on this, see the appointments and calendars article.

Create opportunity - This allows you to create a new opportunity for the contact. For more on this, see the opportunities and Pipelines article.

Send review request - This allows you to send a review request to the contact. For more on this, see the reputation article.

Bulk operations - This allows you to see a history of bulk actions that the contact has been included in.

Advanced view - When you click on a contacts name or on some additional details shown in the quick view, you’ll be brought into the advanced view where you can view more details about a contact.