Overview
Contacts is the client-scoped prospect list. Search, sort, filter, save views, import or export CSVs, create contacts, and run bulk actions. Referred contacts are visibly marked with a Referral label beside their name and in the optional Source column.
How to use this page
Find and sort contacts
Use Search contacts to filter by name, email, company, and related text. Click a sortable column header to sort and click again to reverse it. The summary band reports the matching range and current-page activity.
Identify referral contacts
A prospect referred by another contact displays a Referral label beside the name in the table. If you show the optional Source column, the same contact is labeled Referral there. Open the row to see the named referrer and move to that record.
Filter and save a segment
Click Filters, add property rules, and choose All (AND) or Any (OR) for multiple rules. Search properties in the field picker, then apply the filters. Use Views to load or save the current search, filters, and columns.
Choose columns and move through results
Use Columns to show, hide, and reorder standard or custom fields. Use First, Previous, Next, and Last when the result set spans multiple pages.
Import, export, or add contacts
Import CSV opens upload, mapping, and import steps with identity-based dedupe. Add Contact opens the single-record form. Export CSV lets you choose the fields for the currently filtered view.
Run bulk actions
Select page rows or all matching contacts, then edit status, add them to a campaign, or delete after confirmation. Moving an already enrolled contact ends the prior enrollment while preserving history.
What the buttons do
- Referral label
- Marks a contact that another contact referred. It appears beside the name and as Referral in the Source column when that column is visible.
- Search contacts
- Filters contacts by name, email, company, and related fields.
- Filters
- Opens the segment builder with property rules and All or Any logic.
- Views dropdown
- Loads a saved view or saves the current setup.
- Columns
- Shows, hides, and reorders available columns.
- Import CSV
- Opens the three-step importer with mapping and dedupe.
- Export CSV
- Exports matching contacts with selected fields.
- Add Contact
- Opens the single-contact form.