A Contact is an object attached to a Lead.
In a B2B (business-to-business) database, you will have Leads as Companies and Contacts as People that work for those Companies.
In a B2C (business-to-consumer) database, the Lead and the Contact tend to have the same name and can be treated interchangeably.
How to Add a Contact to a Lead in Close
From the Leads page, you can click, as shown below, to manually add a Contact, and its Contact information, to the Lead.
The Contacts tab
Contacts tab displays all contacts under your leads in one view. This is especially helpful to businesses with 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 with a particular title, a specific name, 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, e.g., have never been called, was never emailed, etc.
Filters can be combined to create more powerful searches. If you’re unfamiliar with Close’s filtering, please visit the Search and Smart Views page for a detailed outlook.
Operators (Match Any, Match All)
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.
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 on the far right side of the Contact page.
Contact-specific result highlighting
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 the 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 want 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.
Like 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.
Manage Email Sequences
You can pause or resume an Email Sequence straight from the 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.
You can save your Contact searches with a Smart View to access on your sidebar. You can also share your filters with your team members with a
Share Link in the top-right.
Currently Not Supported
In comparison to the Leads page, you will not be able to do the following on the Contacts tab:
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.