Contacts Run-through

In this session, you'll learn how to add, export, search, and filter through your contact records to stay organized.

1. How to access your Contacts section?

• Steer to Contacts.
• A list of all your contacts and basic information like name, phone number, email, when they were created, last activity, and tags will be displayed on the main page.
• You can update which columns are displayed by dropping down the columns menu at the top.

• Use the Quick Search feature to do a quick search by name, email, business name, tag, or phone number.
• Below More Filters, you can Filter through contacts, using various options like 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.

2. Additional Actions in Contacts

• Actions icons at the top have several options for adding or removing contacts and applying bulk actions. Refer to our Bulk Actions tutorial to get a full walk-through of each of these actions. basic ones are:

• Add contact: manually add an individual contact record
• Export Contacts: export a list of selected contacts to your computer ( as a .csv Excel file)
• Import Contacts: Add a list of contacts into your system, (using .csv file).