Every Contact in your organisation is available from the Contacts Page. You can access individual Contacts, and export one, multiple, or all Contacts to a CSV spreadsheet via this page.

Contacts

To access the Contacts page, select the Contacts icon from the sidebar.

Select a Contact's Name to view their page, or select their phone number to call the Contact via your device, or select the their Email to email the Contact via your device.

You can also filter by Type (Person or Company), search for specific Contacts, or add additional Custom Fields to filter your Contacts via the filters available at the top of the page.

To export a spreadsheet of all Contacts, select Export.

To export one Contact, or a group of Contacts, click on a Contact's row to highlight it (or use CTRL/Shift + Click to multi-select), then select Export.

In the confirmation window that opens, select Export.

Topics in this Section

• Contact Related Matters
• Notes and Documents for a Contact
• Creating a Task for a Contact
• Delete Contacts
• Create a Task for a Contact