About Contacts

Staying in touch with your customers is an important part of any marketing plan. The contact database is made up of individual contacts that represent an individual person or business with specific contact information such as name, address, city, state, and phone number. A contact's information can be updated over time as you learn more about your contact. A record must have an email address - it is the unique identifier for the contact.

In the Contacts view, you can do the following:

  • Add contacts individually or from a list.
  • Export contacts as a list and access it in the My Downloads page.
  • Search by name for contacts.
  • Filter the list by data fields.
  • View the page title and the number of contacts available.
  • Sort by overall lead score, create date, or name.
  • Preview a list of contacts with name, email, company name, company phone, and lead score.
  • Select any linked contact name for details on the contact.

Before You Begin

Training

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