Step-by-Step Guide to Ordering and Viewing Your Contacts

Steps to Ordering and Viewing Your Contacts

1. Go to Your Contacts Screen

   • Navigate to the Contacts section in your Agent CRM dashboard.

2. Click on “More Filters”

   • Use the More Filters button to refine your contact list by specific criteria.

3. Select a Filter Type

   • Choose the filters you want to apply, such as tags, active campaigns, or assigned team members, to narrow down your contact list.

4. Customize Columns

   • Click the Columns button to adjust the information displayed:
     • Check the columns you want to view (e.g., names, email addresses, responses to giveaway questions).
     • Uncheck the columns you don’t need.

5. Save Your View

   • Click the Plus button to save your customized contact view.
   • Name the view descriptively (e.g., “Giveaway Responses” or “VIP Leads”) and click Save.

By following these steps, you’ll have an organized and customized list that’s easy to navigate and reference.

Bonus Tips for Using Contact Views

• Track Giveaway Responses: Use custom fields to collect answers to giveaway questions, then display those fields in your contact view.
• Segment by Relevance: Create multiple saved views for different workflows, such as “Leads to Follow Up” or “Completed Campaigns.”
• Streamline Follow-Ups: Combine contact views with tags and filters for efficient communication.

For more insights on managing contacts, explore our blog on Filtering Contacts and Creating Lists​.

Learn More

Expand your Agent CRM knowledge with these helpful resources – 

Blog:

• GoHighLevel vs Agent CRM
• 4 Ways CRM Can Help Create Better Marketing Campaigns
• Reset Agent CRM Password​

Youtube:

• Increasing Your Contact Rate Using Technology and AI

Bonus Resource: Watch and Learn