How to Manage Contact List
Manage your contacts efficiently in BIGContacts with Contact Lists. Whether you're looking to organize your contacts better or filter data to focus on key leads, contact lists offer an intuitive solution to streamline your workflow.
Example:
As a sales manager at a tech company preparing for a product launch, you must quickly compile a targeted list of potential clients. With BIGContacts' Contact Lists, you can filter client data using criteria such as industry, purchase history, or lead score. This helps you create a focused list, simplifying and streamlining your outreach process.
Benefits of Using Contact Lists:
- Quick Contact Compilation: Instantly create contact lists with BIGContacts, saving your time and helping you focus on reaching the right people.
- Efficient Contact Management: Easily toggle between "Individual View" and "List View" to manage contacts based on your needs—whether you're reviewing individual entries or handling large lists.
- Accurate Filtering: Use targeted filtering to refine your contact data, ensuring you always have the most relevant information for sales campaigns, follow-ups, or event invitations.
To Access and Utilize Contact Lists
Step 1: In your BIGContacts account, click on "Contacts" from the navigation pane. By default, you will land on the "Individual View" showing individual contact records.
Step 2: Click the "List View" button to display your contacts in a list format, allowing you to view and manage multiple contacts at once.
Step 3: To create a targeted contact list, explore the filtering options in the top right corner of the Contact List page.
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Note: For more advanced filtering options, navigate to the "Reports" tab and run an "Advanced Search." You can find detailed instructions in this article on running an Advanced Search.
Step 4: While in the Contact List view, you can access all available "Actions" just like you would from the individual contact record view.
By following these steps, you can efficiently manage your contacts, stay organized, and easily access the information you need in BIGContacts.
That's all about the Contact List. If you encounter any issues or have any questions, feel free to contact our support team.