The Contacts page (CRM > Contacts) lists everyone your automations, imports, forms and campaigns have reached.
At a glance
The four cards at the top (All contacts, New this week, Unassigned and Do not disturb) show the numbers and are also one-click filters. Do not disturb includes people who unsubscribed from your emails; their row says No email rather than DND.
Filter
- By tag, by where the contact came from, or by owner, including each teammate.
- Clear filters resets the list.
- Export downloads exactly the contacts your filters show.
Work on many contacts at once
Select contacts with the checkboxes (the top box selects the page), then assign them to a teammate, tag them, add them to a pipeline, email them, start a playbook for them or delete them, all in one go.