CRM Contacts

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 or click directly into a contact's profile.

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!

Once you find the contact you're looking for, click their name to view their individual contact profile where you'll see their notes, tasks, deals, files, sales, and more.

Filtering Contacts

Use the Filtering options in the Action Bar to filter your contacts by their assignment, source, status, or even a custom filter!

Start by clicking Filters at the top of the page. A dropdown menu will appear, where you can select which categories you would like to filter by.

Creating Custom Filters

Need to target a specific group of contacts? 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 Filters at the top of the page, then select Custom Filters > Create Filter from the dropdown menu.
   
   
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.
7. Click Submit to save your changes.

Editing Custom Filters

The same options that create a custom filter are used to edit them.

1. Click the Filters button at the top of the page, and search for a custom filter. Select the desired Custom Filter, and click Edit Filter.
   
2. Modify the filtering method as needed.
3. 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 Filters button at the top of the page, and search for a custom filter. Select the desired Custom Filter, and click Edit Filter.
2. Click Delete in the lower right hand corner of the modal.
3. 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 three-dot icon in the top right corner, and select Customize Contacts from the dropdown menu. This will take you to the CRM Settings page where you can edit your CRM settings.

Exporting and Importing Contacts

To export your contacts, or import contacts, click the same three-dot icon in the top right corner. Then, follow these instructions to import contacts, or click to export contacts into a CSV.

Customize Your CRM Page Columns

To customize what columns you see on your CRM table, Click the three-dot icon in the top right corner of the screen and select Choose Columns, then follow these instructions to customize your columns.