Contacts (Lead Database)
How To Add An Appointment, Task, Or Note To A Contact
You can easily add a Note, Task, or Appointment to a Contact within their record. Here's how.
Understanding "Activity" Of A Contact
The "Activity" within a Contact record gives you a path and a timeline of how that Contact came into your system. You won't typically use this, but we track it to keep tabs on a variety of performance statistics behind the scenes.
How To Reassign A Contact (Lead) To A Different User (& change the "reply to" phone number and email address)
You can reassign Contacts (your leads) to different users in the system. Note that doing this has various implications related to your Conversations. Watch this video to understand how to reassign Contacts and what you need to know about how that ...
Seeing All Of A Contact's Information ("general info" & "additional info")
There are 3 tabs within a Contact's record that give you an easy snapshot view of the main things you want to know about them and this video goes over those.
Creating "Smart Lists" & Custom View Filters
You can filter your Contacts so that you're only seeing those who have the specific characteristic you're looking for. Similarly, you can create Smart Lists, which are permanent lists containing at least one filter. For example, you can create a ...
How To Search For Contacts
You can search for Contacts in both the Opportunities section as well as Contacts section. In the search box, you can search by contact name, phone number, email, and tag.
How To Sort Your Contact Database Views (adding, removing columns)
You can customize your Contacts list view so that you can see only what you want to see. Here's how.
Understanding Contact "Tags" & How They Help You
Tags help you group/classify people at a high level. They also help you see at a quick glance who you may want to spend your time with. Here's how. See Also: Filters & Smart Lists
How To Add, Import, Export Contacts (individual & bulk additions)
It's easy to import and export Contacts as both individual records or bulk lists. Here's how. NOTE: If you want to import/export more than one person at a time, you will need special temporary access to do this. Please contact us at ...
Contacts Overview & Your Master Lead Database
Here's an overview of the Contacts section of your system.