 You can easily search your contacts by name or company under the Contact tab. To conduct an advanced search of your Contacts, click on the Search tab. The advanced search allows you to search by any or multiple fields. Enter the fields you want to search and contacts matching your search criteria will be displayed. Your search results list will include only those contacts that match all your search criteria. What can I do with search results? All contacts that match your criteria are returned in a result list. From here you can perform bulk operations on all contacts returned, or select a subset of contacts to:
You can also export the contacts by using the Export these contacts link at the top of the page. Search by Tags To search by multiple tags, go the Tags tab in your account. Check the box in front of the tags you want to search by and click the Find button at the top of the page. Your search results list will include only those contacts that have all of the tags you checked. Like search results from an advanced search, you can add or remove tags, assign playbooks, manage steps, and assign tasks by checking the box in front of the contact you want to affect, and choosing the appropriate link at the top of the page. You can also export the contacts by using the Export these contacts link at the top of the page. |
|
|
|
|