Before you start
You have added contacts.
1. Add tags
Give contacts tags, for example “Car” or “Existing customer”. Admins manage the tags themselves under Configure › Organization › Resources.
2. Set the owner
Under Owner you assign an advisor to each contact.
3. Save views
Filter the list, for example by tag or campaign, and save it as your own view.
With multi-select you edit many contacts at once.
Important
If you add tags while editing several contacts at once, they replace the contacts' existing tags.
Frequently asked questions
Yes, the Campaigns column shows which campaigns a contact is in.
It shows whether the contact was added manually or imported via CSV.