Accessing the Contacts Library
Navigate to the Contacts Library:
Select the Contacts button on the menu bar to access the contacts library.
Searching and Filtering Contacts
Searching Contacts:
Use the search function to find any of your contacts within the library.
Filtering Contacts:
Apply filters based on different tags or organizations to narrow down your search.
For example, you can filter everyone tagged as a Teaming Partner.
Managing Contacts
Viewing Contact Details:
Click on a contact to view more detailed information about them.
Exporting Contacts:
You can export your contact list for offline use or further analysis.
Importing Contacts:
Import contacts via a CSV file to quickly add multiple contacts at once.
Adding New Contacts:
Manually add new contacts on the fly by selecting the appropriate option and entering the necessary details.
By following these steps, you can effectively manage your contacts within the Awarded.AI system. If you have any questions or need further assistance, please reach out to our Customer Success Management (CSM) team.