NOTE: This is a step in a tutorial SERIES designed to be a ROADMAP giving you small, easy steps to get your contact manager set up, organized, and operational.
It will be to your advantage to do these steps in sequence.
Step Three - View what you feel is important at a glance!
When you open your Essenty Contact Manager, wouldn't you like to see a view of your contacts that shows you the things you are most interested in seeing at a glance? For example, a list that shows if that contact is on Essential Rewards or not and perhaps what kind of contact that person is, such as a lead, a wholesale member, etc.
Well, this is easy to do! This video shows you how to create the view you'd like to see and how to save it so you can choose that view each time you open your contacts.