Managing The Contact List

Modified on Wed, Oct 8 at 3:30 PM

Table Of Contents


The Contacts List is your central hub for organizing and managing all your leads and collectors. From adding new contacts to filtering, tagging, and sending communications, this tool helps you keep track of every interaction with ease. 


Not sure if your subscription includes this feature? You can review the full list of features by plan on our Pricing Page



First-Time Setup (Contact List empty)


When you first open your Contacts List, it will be empty. But getting started is easy! You’ll have a few options to start building your list:



Adding Contacts:


Once you add your first contact, the list view will become active, unlocking all available contact management features.





  • To edit the contact details, click on the pencil icon ✏️ next to the date that was created.
    Learn more about how to edit saved contacts
    here.
  • To access the details view, simply click on the magnifying glass icon on the right side of your screen.



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