CONTACTS OVERVIEW

Article ID: CON-024

Category: Contacts

Estimated Time: 3 minutes

Difficulty: Beginner

What You'll Learn

Get familiar with the Contacts page and the tools you'll use to manage your customer database.

The Contacts Page

The Contacts page is where you'll:

• Add new contacts

• Search your database

• Filter contacts

• Apply tags

• Build Smart Lists

• Import and export contacts

• Perform Bulk Actions

Main Areas

Search Bar

Quickly locate contacts by name, email address, phone number, or company.

Filters

Narrow your contact list based on specific criteria.

Smart Lists

Save frequently used filters for quick access.

Contact List

Displays all contacts that match your current search and filters.

Bulk Actions

Perform the same action on multiple contacts at once.

Success Check

✔ You can identify the main sections of the Contacts page.

✔ You know where to find the most commonly used tools.

Pro Tip

💡 Spend a few minutes exploring the Contacts page before adding or importing contacts. Becoming familiar with the layout will make everyday tasks much faster.