Contacts overview is available in the Standard and Enterprise platforms and across all legacy plans (Essential, Pro, Standard, Ultimate, Core, Growth, Performance, Enterprise). Learn more about our Plans & Pricing.
Contacts overview gives you statistics on company and people tags based on contacts which:
- are people (not companies)
- are marked as clients (the Is client checkbox on the contact card is enabled)
- have one of the tags from the tag group assigned to them
You can create more tags and add them to your contacts to get an even more detailed overview.
Note! To be able to see the Contacts overview report, the user needs to have the right View Contacts overview under Settings > Administration > Permission sets.
An example: