Contacts

Contacts is your address book. PageShift adds a contact for every new email address it meets: a lead, a customer, a live chat visitor, a newsletter subscriber or someone you email from Mail. One person is one contact, even if they sent five forms.

Go to Leads & Growth → Contacts.

Each row shows the name, email, company, tags, Sources (where the person came from, such as Lead, Newsletter or Added by hand) and their Last activity. The newest activity is at the top.

Find people

• Type in the search box (1): a name, email, company, phone or tag.
• Choose a source (2), for example Newsletter or Customer.
• Choose a tag (3) under All tags.
• Click Filter.

Click any tag in the list to see everyone with that tag. Click the × on the tag above the list to show everyone again.

Add a contact yourself

1. Type the email address in Email (4) and the name in Name.
2. Click Add contact.

The contact opens so you can add the rest. If the email address is already a contact, PageShift opens that contact instead of making a second one.

Keep notes and tags on a person

1. Click a name to open the contact.
2. Fill in Name, Phone and Company.
3. Type Tags (1), separated by commas, for example Customer, Metal roof.
4. Write anything worth remembering under Notes.
5. Click Save.

The Timeline (2) lists everything about the person, newest first: each lead (with the page and the start of the message), orders, chats and emails sent or received with Mail. Click a line to open it.

Work on several contacts at once

1. Tick the boxes in front of the contacts.
2. Under Bulk actions, choose:
   • Add a tag… or Remove a tag…, then type the tag in the box that appears;
   • Export selected (CSV);
   • Remove contacts (Administrators only).
3. Click Apply.

Export contacts

Click Export CSV (5) at the top. The file has the name, email, phone, company, tags, sources and the first and last activity dates. When a search, source or tag filter is on, the button says Export these (CSV) and exports only the people shown.

Remove a contact

Open the contact and click Remove contact at the bottom. Only the contact record is removed: their leads, orders and chats are kept. Only Administrators can remove contacts.