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The Contacts Page

The Contacts page is the centralized repository for your contact records. It displays your contact records in a tabular view, allowing you to view, edit, filter, import, export, and delete records from a single location.

To access the Contacts page, log in to your OnceHub account and select Contacts from the left navigation menu.

Key Features

Section titled “Key Features”
  • Inline Grid Editing: Edit contact properties directly from the table without opening individual contact records.
  • Filter and Save Contact Lists: Filter contacts using any contact property and save the results as dynamic Contact lists for quick access. For example, if you save a Contact list for records with a status of Sales qualified, the list updates automatically whenever you update the status.
  • Quick Navigation: Use the left navigation panel to switch between All Contacts, saved Contact lists, and your imported records under Imports.
  • Bulk Import & Export: Import and export multiple contacts using the Import / Export dropdown at the top right of the page.
  • Bulk Delete: Select multiple contacts to delete them in a single action.

Customize the Grid View

Section titled “Customize the Grid View”

Click the Customize columns icon next to the Import / Export dropdown to personalize your tabular view. From here, you can:

  • Show or hide columns
  • Reorder visible columns
  • Add a new property to the table on the fly

To learn more about managing contacts, see Managing Contacts in OnceHub.