Parts of the Contacts Page

Here, you can search for a contact by its name.

This option allows you to search or select one or more tags to display only the contacts linked to those tags.

This option allows you to add a tag or tags to a contact quickly by hovering over their name, selecting "Add Tag," and you'll get a drop-down of the tags you can search and select from.

Selecting a contact will open their record on the right.

This ability allows you to export your saved contacts.

This article details the information that is in the export: https://app.intercom.com/a/apps/jnejnm5a/knowledge-hub/article/9142760

This ability allows you to import your contacts via a file or you can manually enter the data.

For the information you can include in your export, use the following article: https://app.intercom.com/a/apps/jnejnm5a/knowledge-hub/article/9142760

This option allows you to add a new contact or new company record.

This option allows you to edit or delete a contact record.

This option allows you to add a new tag or tags to the contact.

This area will show any associated tasks for the contact as well as give you the option to add a task to the contact. A task without an associated contact will not appear on the task page.

This area will show any previous activities that are associated with the contact.

This area will show any properties the contact owns.

This area shows the notes associated with the contact as well as the ability to add a note to the contact.

This area will show your saved company records. Selecting a company will open their record on the right.