Contacts

How to use this page

1. 1

   Find and sort contacts

   Use Search contacts to filter by name, email, company, and related text. Select a sortable column header to sort and select it again to reverse the order. The summary band reports the matching range and current-page activity.

2. 2

   Move through contact pages

   Use the page controls below the table to move through matching contacts. Depending on the result set, use First, Previous, Next, or Last. Search, sort, filter, and archive changes return to the first page.

3. 3

   Identify referral contacts

   A prospect referred by another contact displays a Referral label beside the name. 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.

4. 4

   Filter and save a segment

   Select Filters, add property rules, and choose All when every rule must match or Any when a contact can match at least one rule. Search properties in the field picker. Load reusable rules with Apply saved filter, then use Save changes to update it or Save new filter to preserve it separately. Use Views to save or load the broader table setup. Filter menus open over the table so long scrolling panes do not clip the property chooser.

5. 5

   Tailor the table columns

   Select Columns to show, hide, and reorder fields. The table supports contact, role, company, location, phone, email deliverability, follow-up, meeting, tag, list, notes, and custom fields.

6. 6

   Choose detailed export fields

   Select Export CSV to open Choose Export Fields. Search for a field, clear fields you do not need, or use Select all. Organization includes Source, Contact Owner ID, Sales Rep, and Sales Development Rep ID. Activity includes current-campaign email count, last email step, last email sent time, and last email subject.

7. 7

   Export, import, or add contacts

   After choosing fields, select Export CSV to download the current filtered view. Import CSV opens upload, mapping, and import. Invalid populated email or website values are rejected before the write, and Download all error rows saves every rejected row. Add Contact opens the single-record form.

8. 8

   Send the live roster to Files

   Select Send to Files in the header to copy this client's live contact roster onto the client Files tab as a CSV. A finished import also writes the same kind of Files copy automatically. From a campaign Contacts toolbar, Send to Files copies that campaign's live roster instead.

9. 9

   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

Search contacts

Filter contacts by name, email, company, and related fields.

Page controls

Move through the matching contact results.

Filters

Open the segment builder with property rules and All or Any logic.

Apply saved filter / Save changes / Save new filter

Load, update, or create reusable property-rule filters.

Views dropdown

Load or save the broader table view, including search, filters, and columns.

Columns

Show, hide, and reorder table fields.

Export CSV

Open the field picker and export the currently filtered contacts.

Send to Files

Copy the live contact roster to the selected client's Files tab.

Import CSV

Open the importer with mapping, validation, and dedupe.

Add Contact

Open the single-contact form.

Download all error rows

Download every rejected row with its original columns, source row number, and validation reason.

Common questions