Manage & Organize Contacts
Nikki Sanz
17 steps
50 seconds
ChatGPT
Stripe
Giggs
1
Click the "Contacts" tab.
2
Click "Add Contact" or "Upload CSV"
3
Enter Contact Information including Job Titles, Email, Phone, Location, and Links
4
Save info.
5
Click "Add tag" to customize and organize contacts.
6
Select tag to assign to contact.
7
Write-in your customized tags.
8
Rate and review Contacts.
9
View all job titles each contact holds.
10
View links.
11
Click "Filters"
12
Filter through contacts by Name, Location, Job Title, Tag, or Rating.
13
Filter by Job Title.
14
Filter by Tag.
15
Filter by Rating.
16
Sort by Date Added, Name, or Rating.
17
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