Managing your pipeline in Contacts (Table vs Board)

Your Contacts page is the home for everyone you've saved or reached out to. You can work it as a sortable list or as a drag-and-drop board, depending on whether you want detail or a bird's-eye view of your pipeline. Both views show the same contacts and the same statuses — only the layout changes.

Switching between Table and Board

Goal: pick the view that fits what you're doing.

1. Open Contacts from the left nav.
2. In the toggle near the top right, choose Table for the list view or Board for the pipeline board.

Your choice is remembered in the page address, so you can bookmark or share a view.

Table view

The Table view shows your contacts in rows with columns for Contact, Email, Tags, and Status. Click any column header to sort, and click again to flip the direction. Click a row to open the contact detail drawer, or use the checkboxes to select several at once. Results are paginated, with 25 contacts per page.

Board view

The Board view lays out your pipeline as five columns, one per status: Not Contacted, Contacted, Responded, Qualified, and Not Interested. Each contact is a card in its status column. To advance someone, just drag their card into a different column — the status updates instantly. It's the quickest way to see where everyone stands at a glance and move people along as your conversations progress.

Searching and filtering both views

Above either view you'll find the same controls: a search box, a source toggle (All, PitchBrand, Uploaded), and dropdowns to filter by Status and Tags (including Untagged). Filters and search apply to whichever view you're in, so you can, for example, narrow the board to a single tag and watch only that segment move.

Tip: use Table when you want to sort, multi-select, and act in bulk; use Board when you want to drag people through your pipeline. For what each status means, see Contact statuses, explained.