How to Manage Contact List

Manage your contacts efficiently in BIGContacts with Contact Lists. Whether you're organizing your database, reviewing key details, or filtering leads, the contact list view gives you a clean, flexible way to work with your records.

Example:

As a sales manager preparing for a product launch, you may need to compile a targeted list of potential clients. With BIGContacts, you can filter client data based on industry, lead stage, or purchase history, allowing you to analyze and target the right prospects quickly.

Benefits of Using Contact Lists:

• Quick Contact Compilation: Build focused lists faster and spend more time connecting with leads.
• Efficient Contact Management: View all contacts in List View and switch to individual details instantly using the Preview icon.
• Accurate Filtering: Apply filters to refine your view and focus only on relevant contact segments.

To Access and Utilize Contact Lists

Accessing All Contacts

Navigate to Contacts > All Contacts to open your contact list. The system automatically displays all records in List View, allowing you to scroll, filter, and sort through your database easily.

Previewing a Contact

To view a contact's full details, click the Preview (eye) icon next to the contact name. The system will open the contact's record in a separate page where you can review and edit their information.

Filtering and Customizing Your Contact List

Use the filtering options at the top of the page to refine and customize your contact list. You can:

• Filter directly by fields such as Assigned To, Contact Type, and Sales Stage.

• Click the Filters (funnel) icon to apply additional field-based filters.

• Click the Column selector icon to choose which columns appear in your list view and control which fields are visible.

For deeper filtering, go to All Contacts > Advanced Search to create more detailed conditions.

Rearranging Your Contact List

BIGContacts allows you to reorganize your view effortlessly. You can:

• Drag and drop columns to adjust how information is displayed.

• Drag and reorder rows when working with grouped or custom-sorted datasets.

This flexibility makes it easy to prioritize the information you want to see first.

Adding Custom Columns

Click the plus (+) icon on the right side of the table to add new columns. You can create fields that best fit your workflow by choosing from these types:

• Text

• Number

• Date

• Checkbox

• Dropdown

These customizable fields help you track the data points most relevant to your business.

Merging Duplicate Contacts

You can keep your database clean and error-free by using the built-in option to merge duplicate contacts. This feature identifies and combines records that belong to the same individual or organization.

Copying Email Addresses Quickly

For convenience, you can copy a contact’s email address with a single click by clicking the copy icon next to the email field in the list view.

Performing Actions on Contacts

The Actions dropdown at the top of the contact list lets you perform bulk operations on selected contacts. You can:

• Bulk update

• Assign task

• Archive

Use the checkbox beside each contact to select the records you want to update, then choose an action from the dropdown.

Individual Contact Actions (Three-Dot Menu)

Each contact row includes an Action menu with options specific to that contact. From here, you can:

• Edit Contact

• View Contact

• Archive Contact

• Delete Contact

By following this, 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.