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Managing Your Contacts
Laura Betterly avatar
Written by Laura Betterly
Updated over a week ago

In this tutorial, I'm going to show you how to manage your contacts. There's a lot to take on here, so let's go step by step here, you can create contact lists, add contacts, individually, or import lists of contacts. In getting started, I find it helpful to start by creating a contact list first. Click on contact lists under prospects and create your first list. Click on create list, give it a name and save it. In this case, I'm going to call this list show leads and click save. As you can see the tags we've already created are ready to use, but let's wait on that for now. Click on contact lists again, to see your new list. You can see the number of contacts, import a list of contacts, add new contacts one at a time. Add existing contacts allows you to add contacts and move them from one list to another. Let's start by importing a list of names. Click on import. You can bring in up to 5,000 contacts at a time. As long as your list is formatted as CSV or commadelimited. Most databases, spreadsheets, and mail programs allow you to export your contacts in that format. Make sure your list has column labels so you can match your fields in CLOSEM. Click on choose file, select the list you want and click open. Then click upload.


Now you can review the names that are going to be entered. Everything looks good, so I'm going to click, select all and then submit. Now you can match the data fields and CLOSEM with the columns in your list. Now that I've completed matching fields, I want to assign these contacts to a user. In this case, I'm going to assign them to my customer service rep, Betsy Ross. You can now add custom fields that you may already have in your database. In this database, there's a column called show, which indicates which show these contacts came from. I'll add that label in the custom fields and then match it to the column in my database. Since these are all hot leads, I can tag them all with a tag that didn't already exist. In this case, I'll tag them all as ready to buy and then click next. CLOSEM will now import the list. Let's click on contact lists to look at our list. Then click on the list name. Here you'll see all the contacts we imported. Now let's look the individual contact detail, click on the contact name. You'll see the contact phone number, their email address they're tagged, ready to buy. The user has been assigned at Betsy Ross and in the custom field, we see that they came from the April, 2020 home show and they live in New Jersey.


From this contact detail view, we can do a wide variety of things such as type a new SMS message or email message to send to the contact or select one of our existing premade message templates and send that right away. Here's where you can schedule appointments,


view any appointments you've already made, add this contact to a sequence and start to send the campaign and messages, review all the conversations you've had, look at all the messages you've sent and tag them with additional tags. Let's go ahead right now and tag this customer. In this case, we know Bruce's a decision maker and we know he's a prospect. So I'll go ahead and tag him that way. If for some reason you add a tag that's incorrect, you can simply click the X and remove it. If any of your contact information changes, click on the pencil icon to change it. Here's where you can also add any notes that you like


and click save. You could see your notes appear in the contact view. You can add or change this at any time. On the left, you can see there are two additional ways of viewing your contact lists. The table view shows your contacts with their tags and phone number, as well as the number of marketing messages you sent them. From here you can easily contact them right away. You can add contacts one at a time by clicking add contact from the left menu or add in the table view. The easiest way to find a specific contact is by going to the list view, clicking on extended search and searching by last name. If you want to find a group of contacts, go to the table view, click on extended search and click on tags. The pipeline view is a convenient way to visually organize your contacts whether you've made contact with them, had appointment set with them and have sold or lost sales. You could easily drag and drop contacts from one column to the other and use these however you like. That's it. Now you're ready to start messaging.

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