How to Manage Contact List
Manage your contacts in BIGContacts by using 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
Imagine you're a sales manager at a tech company, preparing for an upcoming product launch. You need to quickly compile a targeted list of potential clients. With BIGContacts' Contact Lists, you can create and filter client data based on key criteria—such as industry, purchase history, or lead score—making it easy to streamline your outreach process.
Benefits of Using Contact Lists
- Effortless Contact Compilation: Quickly generate contact lists from any part of BIGContacts, allowing you to save time and focus on reaching the right people.
- Enhanced Organization: Easily toggle between "Individual View" and "List View" to manage your contacts based on your specific requirements—whether you're reviewing single entries or bulk lists.
- Precise Filtering: Refine your contact data with targeted filtering, so you always have access to 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 three filtering options in the top right-hand corner of the Contact List screen.
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Note: For more advanced and specific filtering options, navigate to the "Reports" tab and run an "Advanced Search." Find detailed instructions in this article on running an Advanced Search.
Step 4: While in the Contact List view, access all available "Actions" just as you would from the individual contact record view.
By following these steps, you can efficiently manage your contacts, improve organization, and 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.