How do I Rename a Custom Contacts Grid View?

If you have created a Contacts view that you wish to rename, follow the instructions below: 

1. From the Contacts listing page, select the View that you wish to rename from the Select Saved Views drop down. 

2. Once you have the View displayed, click on the 3 dots in the top right corner and select the 'Rename Current View' option.

3. Right above the Contact Listing page, a field will appear with the current View name. You can click into the field name and change the View name and then click on the RENAME FILTER button. 

Note: These same steps can be applied in the Deal and Company Grids.