The Contacts tab is one of the most essential features in managing leads and client data effectively. This section helps you organize, manage, and utilize contacts with ease, making it a crucial tool for keeping track of your communication and interactions with clients. This article will cover how to efficiently manage contacts, add new ones, and use features like smart lists, bulk actions, and custom fields to streamline your workflow and enhance your marketing campaigns.

Click on this link for the video tutorial.

Key Features and Benefits:

• Easy Contact Management: All of your contacts, whether email or SMS, are displayed in one place, allowing you to view and select them easily.

• Quick Add & Import: You can manually add contacts or upload them in bulk via CSV files.

• Pipeline Changes: You can easily move contacts between pipelines and automate these processes.

• Send SMS & Emails: Quickly send messages to selected contacts via SMS or email with just a few clicks.

• Smart Lists: Filter and organize contacts using smart lists, which help in segmenting your audience and targeting specific groups for campaigns.

• Custom Fields: Add specific information to your contacts with custom fields, allowing for more precise filtering and targeting.

• Task Management: Create tasks for your team members to stay on track with client follow-ups or actions needed.

How to Use It:

1. Add Contacts (Manually): To add a contact manually, simply click "Add Contact," fill in the information, and save. You can also upload contacts via a CSV file by clicking the “Import” button.

Contacts are automatically created uponForm, Survey, and Quiz Submissions.Third-Party Apps: You can create an Automation to set up aZapto automatically create contacts from other apps (e.g., Google Sheets). Finally,Facebook Lead Ads: Contacts from Facebook Lead Ads can be automatically added to AgentMoves when they fill out your lead form.

2. Use Pipeline Changes: If you need to move a contact to a different pipeline, just select the contact, choose the new pipeline, and move it.

3. Send SMS/Emails: Select multiple contacts, then click on the "Send SMS" or "Send Email" option to quickly communicate with your audience.

4. Create and Use Smart Lists: Create filters based on tags or specific information (like first name, company, or email) and save them as smart lists for faster access. To create a smart list, apply the filter and click “Save as Smart List.”

5. Add Custom Fields: Navigate to the contact settings and click "Add Field" to insert custom data fields, helping you organize your contacts better.

Pro Tips:

• Tagging Is Key: Make sure to tag your contacts properly, as this will make it easier to organize, search, and automate actions.

• Use Smart Lists for Targeted Campaigns: Smart lists are an excellent way to segment your audience based on specific criteria, like past purchases or engagement.

• Leverage Custom Fields: Custom fields are perfect for gathering specific details about your contacts, like customer preferences or purchase history, which can help personalize your communication.

FAQ

Q: How do I add a new contact?
A: Click on the "+ icon" to add contacts in the Contacts tab, fill in the required information, and save.

Q: Can I import contacts in bulk?
A: Yes, you can import contacts by uploading a CSV file from the "Import" button in the Contacts tab.

Q: What are Smart Lists, and how do I use them?
A: Smart Lists are filtered lists of contacts based on specific criteria. To use them, apply a filter and save it as a smart list for quick access in the future.

Q: How do I move contacts between pipelines?
A: Select a contact, choose the new pipeline from the options, and move the contact to the new stage.

Q: How do I add custom fields to my contacts?
A: Go to the contact settings, click "Add Field," select the field type, and input the required information to customize your contact data.

Deleting Contacts

Using the Bulk Actions features in your Contacts/Smart Lists section, you can perform multiple one-off actions to selected or all contacts. Here’s how to delete contacts using the bulk action feature:

Step 1: Choose Your Contacts

• Navigate to your contacts.

• Check the box to select contact records.

• You can also check the box at the top to select all on that page, and you can click the hyperlink to select all contacts in AgentMoves.

Step 2: Choose Your Action

• Choose the trashcan icon for “Delete Contacts”.

• This will remove the selected contacts from AgentMoves entirely.

NOTE: deleting any contact will also remove them from Conversation, Notes, Opportunities, Tasks, Appointments, Manual Actions and Campaigns.

Use Cases for Bulk Deleting Contacts

1. Cleaning Up Old or Inactive Contacts

   • Scenario: A company has accumulated a large number of outdated or inactive contacts over time and wants to streamline their database.

   • Action: Use the Bulk Actions feature to select and delete these contacts, freeing up space and ensuring the database remains relevant and manageable.

   • Outcome: The contact list becomes more focused, with only active and relevant contacts retained, improving the efficiency of marketing and communication efforts.

2. Removing Duplicate Contacts

   • Scenario: Duplicate contacts have been mistakenly added to the system, leading to confusion in communication and data management.

   • Action: Identify and select duplicate contacts using the Bulk Actions feature and delete them to maintain a clean and organized contact list.

   • Outcome: The contact list is streamlined, reducing redundancy and ensuring that communications are not duplicated or misdirected

FAQ: Bulk Deleting Contacts

Q1: How do I select multiple contacts for deletion?

A1: To select multiple contacts, follow these steps:

1. Navigate to your contacts section.

2. Check the boxes next to the contacts you wish to select.

3. Alternatively, use the box at the top of the page to select all contacts on that page. To select all contacts in the company, click the hyperlink that allows you to select all contacts in AgentMoves.

Q2: What do I do if I want to delete the selected contacts?

A2: Once you have selected the contacts you want to delete:

1. Choose the trashcan icon which represents the “Delete Contacts” action.

2. Confirm the deletion to remove the selected contacts from AgentMoves entirely.

Q3: What happens if I delete a contact?

A3: Deleting a contact will remove them from:

• Conversations

• Notes

• Opportunities

• Tasks

• Appointments

• Manual Actions

• Campaigns

Q4: What are some common use cases for bulk deleting contacts?

A4:

1. Cleaning Up Old or Inactive Contacts: If your company has accumulated outdated or inactive contacts, you can use the Bulk Actions feature to delete them. This helps streamline your database, making it more relevant and manageable.

2. Removing Duplicate Contacts: If duplicate contacts have been added to your system, use the Bulk Actions feature to select and delete these duplicates. This reduces redundancy and ensures better organization and communication.

Q5: Can I undo a deletion?

A5: Generally, once contacts are deleted using the bulk action feature, the action cannot be undone. Be sure to review your selected contacts carefully before proceeding with deletion.

Q6: How can I ensure I’m only deleting the right contacts?

A6: Double-check your selected contacts before confirming the deletion. You can also use filters or search functions to narrow down your selection to ensure accuracy.