So, you have your contacts in your CRM and are looking at your contact list. This is the central area of your CRM and this article delves into what is possible with this list.
Finding your contacts
You can find your Jetpack CRM contact list here:
your-domain.com with your actual domain.
How you get there depends on which Jetpack CRM menu you’ve enabled.
If you’re using the Slimline menu, you can get there by going to Jetpack CRM > Contacts.
If you’re using the Full or CRM Only menu, you can get there by going to Contacts.
Your Jetpack CRM Contacts
The list gives you an overview of your contacts in the CRM. You can filter by tags, run searches and even decide which columns you want to see in the list.
Clicking the blue settings icon at the top right opens up the Column Manager. This is where you can control which columns to show in the table.
Search, Filters and Tags
You can filter the contacts based on the tags you’ve setup and applied, or via the statuses you’ve defined for the contacts.
There’s also the ability to add tags in bulk, or remove tags. You can even delete your contacts in groups (if you wanted to prune your list for whatever reason)
That covers the contact list view and what you can do with it. It’s central to your CRM management and a tool you should be using day in day out.
Contacts are automatically sorted by ID number. You can sort by other values by clicking the column heading title, which will sort contacts in descending order (Z-A). You can click the column heading title again to sort in ascending order (A-Z).
For example, if you want to sort contacts by name, click the “Name and Avatar” column heading title.