Contacts is where you can get a comprehensive overview of your CRM's database. It automatically loads a list of all your Contacts, sorted by Logic Score so that your most active Contacts are at the top of the list. From this summary tab, you can search, sort and filter your Contacts. The dropdown in the upper right-hand corner provides quick links where you can:
- Create a single new Contact
- Bulk import Contacts
- View all Contacts that have filled out your website's Contact Us form
- View all Contacts that have filled our your website's Home Valuation form
Searching for Contacts
From your Contacts page there are a few options to search and filter your existing Contacts. In order to search for a specific contact one option is to use the search function at the top of the page. Within this function you can search by:
- First name
- Last name
- Phone numbers
- Contact status
Filtering the Contacts List
Another option to find specific contacts is the filter function, which can be found directly to the left of the search tool.
Once this is clicked, a new menu will appear on the left hand side of the screen, with all the filtering options. In this menu you can filter by:
- Contact status
- Assigned agent
- Contact type
- Contact owner
- Contact source
Advanced Search for Contacts
If you are looking to specify your search in even more ways than those listed above, you will use the Advanced Search option at the bottom of the Filters menu. Once clicked your screen should look like the following.
The Advanced Contact Search allows you to filter out contacts with all the specific criteria that you choose. Once you have selected all the filters you deem necessary, you hit ‘Search Now’ in the upper right corner, which will lead you back to your contact list, with all the filters applied. An example of what your page might look like is below.
If you would like to remove any of the filters that you put in place simply click the ‘X’ next to the filter selection token. This will remove that filter and allow you to view all those without that specification.
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