If you manage more than one account in your CRM, repeating the same contact page setup over and over can eat up valuable time. With contact view copying, you can reuse custom contact layouts across accounts so your team sees the right information without starting from scratch each time.

📌 Why This Matters

When every account needs a similar contact setup, manual recreation can slow your business down and lead to inconsistent layouts. This feature helps you keep contact views organized and consistent across accounts, making it easier for your team to work faster, find key customer details, and stay focused on sales and service.

✨ What’s New

• Copy custom contact views across accounts: You can include custom contact page views in account templates and reuse them in other accounts.
• Less manual setup: Instead of rebuilding the same views one by one, you can copy them over in a few steps.
• Consistent layouts: Keep the same contact page structure across accounts so your team always knows where to find important information.

🛠️ How to Use It

1. Step 1: Open your CRM account template or snapshot area.
2. Step 2: Create a new template and choose the account that already has the contact views you want to reuse.
3. Step 3: In the contact detail view section, select the custom views you want to copy.
4. Step 4: Save the template.
5. Step 5: Apply or push that template to another connected account.
6. Step 6: Check the destination account to confirm the custom views are ready to use.

💡 Pro Tip

Create one well-organized contact view for your sales process, then reuse it everywhere so your team spends less time clicking around and more time following up with leads and closing deals.