Here's an overview of the Contacts section of your system. We'll show you how to add, export, search, and filter through your contact records to stay organized.
Step 1: Access your Contacts section. Navigate to Contacts > Contacts/Smart Lists.
The main page displays a list of all your contacts and basic information like name, phone number, email, when they were created, last activity, and tags.
By dropping down the columns menu here at the top, you can update which columns are displayed.
Step 2: How to Search and Filter through your contacts.
You can also use this search feature to do a quick search by name, email, business name, tag, or phone number.
(Check out our Smartlist video/article to learn more in depth about how to use these filters), but here this allows you to sort by very specific information.
Step 3: Additional Actions
Using these Actions icons at the top, you have several options for adding or removing contacts, and applying bulk actions. Our Bulk Actions tutorial gives a full overview of each of these actions. The most foundational are:
Add contact: manually add an individual contact record
Export Contacts: select a list of contacts to export to your computer (the file will download as a .csv Excel file)
Import Contacts: Add a list of contacts into your system, using a .csv file
