Contacts

Find and manage customer relationships from the Contacts page.

Find a contact

1. Select Contacts in the header or CRM navigation.
2. Enter a name in Search contact names.
3. Use Owner, Lead status, Lead source, Product or Created to narrow the list. Select Advanced for additional filtering.
4. Choose Table or Kanban for the display you need.

Page controls

Quick filters include All contacts, Mine, Added today, In progress and Junk. The Junk control includes junk contacts. Saved filters opens saved filters, the reload button refreshes contacts, and Page settings opens display settings. The table includes selection, name, company, product, status, score, source, owner, creation date and quick view columns.

For example, choose Mine, then filter by a lead status to focus on your current work. See Contacts list and quick view for selection, transfer, display settings and exact filter behavior, and Advanced contact filters for grouped queries.

Work with a contact

Open a contact to use the contact conversation workspace and its nested panels.

See the older admin Contacts view for its separate controls and navigation.