The CRM Contacts page is the main page used to view contacts in the Marketing 360® CRM. Use this as a jump-off point to edit any of your contacts, add a quick note, or view the contact history to get up to speed on any work that's already been done.
Searching Contacts
Use this page to search for contacts. To make searching as easy as possible, the search bar near the top of the page will search all your contact fields, not just the name or email!
Click the 
icon next to the search bar to view your most recent or favorite contacts.
Once you find the contact you're looking for click the name to view the projects, tasks or deals they're associated with.
Filtering Contacts
Use the Filtering options in the Action Bar to filter your contacts by their assignment, source, status, or even by a custom filter!
Simply click the ▾ arrow next to the item you'd like to filter by. If you need to edit any of these, click the ⋮ icon in the top right corner to edit visible columns, sources, statuses, contact fields, contact statuses, or tags.
Creating Custom Filters
Need to target a specific group of contacts? Easy! Create a custom filter to find just the contacts you need. Custom filters allow you to filter contacts using rules based on your contact fields.
1. Click the ▾ arrow next to Custom Filters, then click + Create Custom Filter.
2. In the Create Custom Filter modal, select a method to use as a filter, the options consist of all the active fields that were configured during the initial setup.
3. Once you've selected a method to sort, select the modifier. The options are:
| Modifier | Definition |
|---|---|
| Is | The contact field is identical to the selected value |
| Is not | The contact field is not identical to the selected value. |
| Contains | The contact field contains the selected value somewhere within it's contents. |
| Does not contain | The contact field does not contain the selected value anywhere within it's contents. |
| Greater than | The contact field is greater than the selected value |
| Less than | The contact field is less than the selected value |
| Greater than or equal to | The contact field is greater than or equal to the selected value |
| Less than or equal to | The contact field is less than or equal to the selected value |
4. Next, select a value from your existing contact fields.
If you're filtering with a field that uses pre-selected values, start typing them to display the dropdown of available values. Click Select All to select them all at once.
Depending on the type of field you're using to filter, you may have the option to select multiple values.
5. If needed, Make the new custom filter available to all users. Selecting this option will allow everyone else in your CRM to see and use this filter. Users with the 'owner' role will also be able to edit this filter.
6. Lastly, name your filter. This is what will display in the Custom Filters drop down menu in the action bar.
Editing Custom Filters
The same options that create a custom filter are used to edit them.
1. Click the ▾ arrow next to Custom Filters, then clicking Edit Custom Filter.
2. In the Edit Custom Filter modal, select an existing filter to edit.
3. Modify the filtering method as needed.
4. Click Submit to save your changes.
Deleting Custom Filters
If a custom filter is no longer needed, you can easily delete it.
1. Click the ▾ arrow next to Custom Filters, then clicking Edit Custom Filter.
2. In the Edit Custom Filter modal, select an existing filter to edit.
3. Click Delete in the lower right hand corner of the modal.
4. Click Yes to confirm.
Editing CRM Options
If you need to edit contact types, statuses, fields, sources, or tags that were configured during the initial setup, click the ⋮ icon in the top right corner.
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