To manually add a Contact inside a Lead, open the Lead page and click on the "+" sign next to the Contact's field.
You can add several default fields such as Name, Title, Contact Details (email addresses, phone numbers, or URL), and Contact Custom Fields.
Contacts view displays all contacts under your leads in one view. This is especially helpful to businesses that have a B2B sales model with several contacts under one lead. The contacts view is a more seamless way to do contact-based filtering.
You can add filters to find contacts that have a certain title, with a specific name, with more than one email or phone number, etc.
To add a new filter, click the
+ Add a filter button that will open up the Filters sidebar where you can search by different attributes. In the example below, we are looking for all CEO contacts.
This can also be enhanced to include contacts belonging to leads where the lead meets the predefined conditions eg have never been called, was never emailed, etc.
Filters can be combined to create more powerful searches. If you’re not yet familiar with Close’s filtering, please visit the Search and Smart Views page for a detailed outlook.
As suggested by the name, the
Match All operator returns contacts if all conditions are true. This operator is the default so adding more than one filter will return contacts that match all the filters.
Match Any operator will return contacts that match either of the filters added. To use
Match Any, first, add a filter, then choose
Match Any, add another filter, and so on.
You can also combine both
Match All and
Match Any filters to return a set of contacts that match either one set of conditions in one row or another set of conditions in a different row. To build a set of conditions, add filters to the same row, then choose
Match Any and then add another set of conditions to a different row. This will return contacts that match all the conditions in one of the rows OR the other.
You can clear all filters in a single row by hovering your mouse to the far right side of the Contact page.
Whenever you search for a specific contact within the top search bar and click on the
we'll automatically do several things to bring that contact in focus within an overall lead page:
- we'll focus/highlight the contact name
- expand their contact information (emails, phone numbers, custom fields...)
- scroll to that contact (in case lead has more than a few dozen contacts listed)
- filter out activities that are related only to that specific contact
You can clear out the activity filtering for a specific lead by clicking on the
Clear Filters within the banner at the top if you'd like to see all lead activities.
Once you have built out a list of contacts using filters, you can then bulk email those specific contacts. On the filtered results displayed on the Contacts page, click the drop-down menu next to Email > Choose Bulk Email
Just as bulk emails, you can subscribe a list of filtered out contacts to an Email Sequence. On the filtered results displayed on the Contacts page, click the drop-down menu next to Email > Send an Email Sequence > Choose what email to send From > Choose the Email Sequence and Preview. Make sure everything is in order before hitting Start Sending.
You can pause or resume an Email Sequence straight from Contacts page. Click the drop down menu next to Email > Manage Email Sequence > Choose either to Pause or Resume > Choose the Email Sequence > Next > Confirm & Pause/Resume.
You can either bulk update a contact custom field, clear a contact custom field, or delete a list of contacts via the bulk edit feature. To do so, after you have filtered out the list of contacts you wish to edit, click the more(...) button to the top left, then Bulk Edit, and choose your preferred action in the drop-down menu.
Although you can't save filtered contacts as a Smart View just yet, you can share your filters with your team members with a
Share Link in the top-right.
The aim is to make the contact-based filtering match up to the lead-based filtering. Email [email protected] with your experience and feedback to help us make this even better in the subsequent releases.
For a seamless filtering experience, we are eliminating the Narrow Results format and introducing filters. This will also eliminate the search syntax that is displayed in the search bar at the top of the Leads page.
In comparison to the Leads page, you will not be able to do the below in the Contacts' page:
The contact view currently shows a limited list of columns you can display. We are progressively adding on this with future releases.
To export a list of contacts, you will need to go through the
Leads page > ... button > Export and choose Contacts. There is no way to export directly from the Contacts page.
Updated 2 months ago