Contacts

Find and filter

• Search by name, company, title or exact email. Filter by owner, lifecycle stage, company, list or tag.
• Click Save view to keep the filters, and Share with the team if everyone should see it.
• Tick contacts to assign an owner, add or remove a tag, set the lifecycle stage or company, or delete them.

A contact's page

• Activity shows campaign emails, replies, Unibox notes, website visits, logged calls and meetings, deal changes and finished tasks, newest first.
• Log a call, meeting, note or an email sent elsewhere at the top.
• Edit details to change the owner, CRM company, lifecycle stage, lead source, tags and custom fields.

Import and export

1. Click Import, upload a CSV file and match each column to a field. Owners are matched by their email address.
2. Choose a list for the new contacts and whether to update ones that already exist, then click Import.
3. Click Export to download the contacts you are looking at, with their custom fields.