Sort your records

You can sort your records based on how you want to see your data. For example, if you’re working in Contacts, you can find sorting criteria relating to that module like First Name, Contact Owner, or Last Name. Similarly, you can sort the records in the Deals module with criteria like Deal Name, Amount, or Deal Owner.

 

To sort your records 

1. Go to the desired module. The records will be listed based on the selected list view.
2. Tap on the Sort icon.
   
   
   
   
3. Select a criteria from the dropdown.
   
4. Select the order in which you want to sort the records – Ascending or Descending order.
   
   
   
   
5. Tap on the tick mark to apply changes.

Info: You can also sort the records in the list view in ascending/descending order by simply pulling down the Sort icon. 

• Related Articles

• Search and sort records

  Search records A typical day in the life of a sales rep involves checking and replying to emails, making calls, following up with leads, and helping customers find what they want. They must also keep a record of all relevant information about each ...

• Sort your records

  You can sort your records based on how you want to see your data. For example, if you’re working in Contacts, you can find sorting criteria relating to that module like First Name, Contact Owner, or Last Name. Similarly, you can sort the records in ...

• Sort your records

  You can sort your records based on how you want to see your data. For example, if you’re working in Contacts, you can find sorting criteria relating to that module like First Name, Contact Owner, or Last Name. Similarly, you can sort the records in ...

• Sort your records

  You can sort your records based on how you want to see your data. For example, if you’re working in Contacts, you can find sorting criteria relating to that module like First Name, Contact Owner, or Last Name. Similarly, you can sort the records in ...

• Advanced filters

  Apart from the various views available, you can filter records based on their field values.    For example, you want to filter out the records whose Deal closing date is due in 2 days, and is tagged as a Premium Contact, you can apply those filters ...