Explanation of the Contacts Page

Here, you can search for a contact by name.

This option allows you to search and/or select a tag or tags only to show those contacts that have that tag or tags

This option allows you to add a contact to a Call List, as well as take you directly to the List Page (which won't add the selected contacts to a list) and the ability to create a new list (which will add the selected contacts to the newly created list)

This option allows you to add a tag or tags to contact quickly. Just put your mouse icon next to the contact's name, select "Add Tag", and you'll get a dropdown of the tags you can search and select from.

Selecting a contact will open their record on the right

This ability allows you to export your contacts

This article details the information that is in the export: https://app.intercom.com/a/apps/jnejnm5a/knowledge-hub/article/9142760

This ability allows you to import your contacts via a file, or you can manually enter the data

For the information you can include in your export, use the following article: https://app.intercom.com/a/apps/jnejnm5a/knowledge-hub/article/9142760

This option allows you to add a contact or company record

This option allows you to edit or delete a contact record

This option allows you to add a tag or tags to the contact

This area will show any associated tasks for the contact as well as give you the option to add a task to the contact

This area will show any previous activities that are associated with the contact

This area will show any properties the contact owns

This area shows the lists associated with the contact with the ability to remove them from the list

This area shows the notes associated with the contact as well as the ability to add a note to the contact

This area will show your company records

This option allows you to add a tag or tags to the selected company