Contacts Overview
Here's an overview of the Contacts section of your system.
Tiffany
Last Update vor 2 Jahren
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.
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 at the top, you can update which columns are displayed.
Step 2: How to Search and Filter through your contacts.
You can also use the Quick Search feature to do a quick search by name, email, business name, tag, or phone number.
Under More Filters, you can Filter through contacts using a variety of specific options including Tag is ___, City is Not ___, Phone Number Field is Empty, and more…
NOTE: Check out our Smartlist video/article to learn more in-depth about how to use and save these filters. You can use multiple at once to filter out Contacts very specifically.
