Contacts
5 min read
This is your Contacts list. This is where you keep track of leads, customers, and anyone else interacting with your site and business.
Show me how to:
Add contacts
Manually add contacts to your Contacts list, or import them from an external mail host such as Gmail.
If you choose to import, click Import / Export at the top right and select Import contacts to begin the import process.
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View the details of a contact
Click a contact row within your list to open the contact panel at the right side of your screen.
Hover over a contact and click View to see a full-page record of the information you hold for that contact.
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Customize your view
Choose the columns you'd like to view, and filter and sort your data. Easily browse key contact information.
- Customize your columns:
- Click the Customize columns icon
at the top right and select the columns you'd like to display.
- Drag your columns up and down the list to reorder them.
- Click the Customize columns icon
- Filter your contacts:
- Click Filter at the top right and select the ways you'd like to filter your contacts from the available options.
- Click Done.
- Sort your list:
- Click a column heading (e.g. Name). If an arrow appears beside the heading, it can be used to sort your contacts.
- Click the arrow to sort in ascending or descending order.
Save and manage your customized view
Create a saved view so you can return to it at any time. Saving a view saves your filters, customized columns and sorting.
- Follow the steps above to customize your view.
- When you're ready, click Manage View at the top of your Contacts list.
- Choose what you want to do:
- If you've already saved a version of this view, click Save changes to save your changes.
- Click Save as new view to save as a new view.
- Click Rename to rename this view.
- Click Delete to delete this view.
Any views you save will be accessible when you click the drop-down above your Contacts list.
Manage labels
Labels allow you to categorize contacts into different groups based on their relationship with you and your business.
- Click the More Actions icon
at the top right and click Labels.
- Choose what you want to do:
- Click + Add Label to add a new label.
- Click the Rename icon
next to an existing label to rename it.
- Click the Delete icon
next to an existing label to delete it.
- Click Done.
Manage custom fields
Add additional fields to your contacts (e.g. date of birth) to capture relevant information.
- Click the More Actions icon
at the top right and click Custom fields.
- Choose what you want to do:
- Click + Add New Field to add a new field.
- Click the Rename icon
next to an existing custom field to rename it.
- Click the Delete icon
next to an existing custom field to delete it.
- Click Done.
Perform an action on multiple contacts at once
Select the checkboxes next to multiple contacts to view the bulk actions available to you:
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Export contacts
- Click Import / Export at the top right and select Export contacts.
- Follow the instructions to export.
Learn more about Contacts
Visit our Help Center to learn more about managing your contacts.
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