In this article, you will learn how to navigate the Contacts Module.
10 months ago
All Contacts Listing page shows a list of contacts who are either connected with you as a prospect or client.
The Contacts Listings page is where you can view, create, edit and manage all your contacts.
From the Main Gozappi Dashboard, click on the Contacts tab to go to the Contacts Listing page.
There are 5 different types of Contacts:
There are 3 tabs under the Contact Listings page All Contacts, Segment, and Import List.
Under the All contacts tab, click on the ‘More Options’ button (represented by the three lines) on top right of the screen to display more options such as:
You can filter the list by:
Please note: To Clear your filter select Filter Options and then click Clear All at the bottom right corner and then click Apply.
You can assign one or more contacts to Groups and List when you select Assign to Segment. To assign one or more contacts to Groups and Lists simply follow the steps below:
To know more about Segments, please refer to the procedure “Understanding Segments and why you should use them”.
If you wish to export your Gozappi contacts into an Excel file or CSV file, click on the ‘Export CSV’ button.
Upon clicking the Export CSV report, the CSV file will be downloaded to your downloads folder on your computer.
From the Action Menu Dropdown on the actual table, you can:
From the contact listing table, you can view the full detail for each contact record by clicking the ‘More Options’ button under the ‘Action’ column.
From the contact listing table, you can archive your contacts by selecting Archive from the Actions Dropdown option. Once archived, the contact(s) will not be listed on your main contact listing page but can be displayed by selecting Archive Contacts under the Filter options.
To view contacts that have archived, click on the More Options icon located on the right above the table, then select Filter Options.
Then from the Filter Option popup, under the Contact Status column, check the Archive checkbox.