Contact Listing Overview

In this guide, we will explain the different components of the "contact list."

Search Box

You can search for a specific record by using this box. You can enter the contact's name, email, or any other relevant information.

Filters

To sort the list, you can utilize and apply various filters. After creating and applying a filter to the search, you have the option to save the filter for future use or reset the search query.

To save the filter, click on "Save Filter". Saved filters will appear under the search box. To use a saved filter, simply click on it.

Cog icon

The cog icon allows you to customize the columns you want to visualize in your listing. You can order the columns by dragging the column title.

Add Contact

From here, you can add contacts, upload a contact list, and add an organization.

The 3 Dots Menu ...

This menu gives you access to different options:

• Mark as lead: Select the contacts that will me mark as a lead

• Convert to organization: To convert a contact to an organization

• Clone a contact: Duplicate the contact

• Delete the contact: Remove the contact from your workspace

• Assigning a member / agent to a contact(s): This action can be done in bulk, and it will assign a member to the contact(s).

Sorting list by columns in ascending or descending order

Click on any of the columns to sort the table. The left corner will indicate the current sorting.

View the contact overview

Click here to open the "Contact Overview" information

Add Tags to the Contact

Click here to add tags to the contact. Tags are use when filtering.

Rate contacts

Click here to rate contacts from 0 to 5 stars

Edit contact

From here you can edit the contact or delete