Like a file cabinet, your Ontraport account strategically organizes and stores your business data. It’s a cinch to find anything you need once you know where to look.

Ontraport’s Table View has spreadsheet-like functionality so you can sort through all your stored data and manage your records. See how it works in this lesson.

With Card View, you can see where records are in your funnel, and you can update your automations by dragging and dropping contacts wherever you want. See how easily this can be done.

Quick View gives you a snapshot of your contacts’ most important info and lets you perform tasks related to that contact in just a few clicks.

Learn how to use Detail View to see every bit of information stored in any of your records -- default and custom fields, contact logs, automation logs and more.

Use groups to organize your contacts so you can easily communicate with or perform actions on them.

Use the action bar to manage your contacts and perform group actions, like sending mass emails, adding tags and more.

Get a pulse on your marketing efforts by using the Dashboard feature, Performance Mode, Broadcast History and sales reports.