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
- 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
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 article.
