Contacts: find, assign and tidy up contacts

Quick filters, owners and bulk actions on the Contacts page

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.

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