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.
Contacts page in sidebar
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.
Adding a contact filter
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.
Filtering by lead attributes
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.
Filtering within Contacts page
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 All operator
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.
Match Any operator
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.
Combining multiple operators
You can clear all filters in a single row by hovering your mouse to the far right side of the Contact page.
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
Send bulk email to contacts
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.
Subscribe contacts to a sequence
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.
Manage email sequences
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.
Share Link on Contacts page
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.
With the first release, you will not be able to do as much as you currently do on the Leads page. Here are a few examples of such cases.
Save a Smart View
After adding filters in the lead page, you are able to save the filtered results as a Smart View, in the contact view, this is not currently supported. As a result, you will not be able to use the Power Dialer or the Productive Dialer just yet. However, you can still share your filters via the Share Link button.
The contact view currently shows four columns namely, Contact Name, Primary Phone number, Primary Email, and Company. You will not be able to add any more columns for the time being.
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.
As of now, when you click on the contact name, it will redirect to the leads page instead of directly to the specific contact. For that reason, you will not be able to, for example, filter emails and phone calls to only that contact as opposed to the entire lead.
Updated about a month ago
|Search and Smart Views|