When you navigate to the Contacts page, you will find the page divided into two sections, the filters on the left side and the table view on the right. For this article, we'll be going over the table view on the right side. To learn about the filters, follow this article instead: Contact Table Filters.
The first portion on the right side of the Contacts page is where you can search for your contacts using the search text box or by color.
Below that section is the table view for your contacts. You can select multiple contacts to perform mass actions. These include the following.
Options
Groups - This gives you the option to segment your contacts into groups such as Agents, Lenders, Home Inspectors, etc.
Businesses - You can add a business and assign any of your contacts to it, that way you can keep track of the different businesses your contacts are coming from.
Roles - This is where you will apply the Contact Role for your contact. This is on a global level meaning the role you are giving them is not necessarily tied to a transaction. Your contact can have a different Contact Role associated with them on other transactions they might be a part of.
For example, you may have a contact that is labeled Home Inspector on the Contacts page, but they are a Buyer on a separate transaction. This allows flexibility with the roles you are assigning on each transaction.
Lead Sources - If you want to keep track of where your contacts are coming from, you can create different lead sources and assign your contacts to them.
Tags - Tags can be added or removed from any of your contacts.
Merge Contacts - When you have duplicate contacts, you can use this option to merge them.
Color - This option allows you to mass-apply a color to a group of contacts.
Delete - If you find that you no longer need specific contacts, you can delete a group of them from your account.
Next to the "select all" box is a gray circle for color coding your contacts. You can click on this to pick the color you want to use for that specific contact.
To the right of the circle is the name of the contact. Clicking on the name will take you to the contact's details where you can do things like assigning contact roles, groups, lead sources, etc.
After the name, you will see a house icon with a number next to it. This indicates how many properties the contact is a part of. You can click on this to take you to the list of properties in the contact details.
The other four options under the Name section are placing a phone call, composing an email, sending a text message, or creating a note.
The next part of the contact table view is the section where you can add or remove any additional column(s) that you find helpful when viewing your list of contacts.
To add or remove columns, click on the Table Columns option on the left side of your page under the filter choices.
To learn more about the Contacts page, check out these other articles.