Manage Team Contacts

Manage Team Contacts

Manage your team members' contacts through the Contacts section on your Team dashboard.



  • Navigate to the Contacts section in the dashboard menu.
  • Organize contacts using tags by clicking Tags > Manage tags > Create a tag, then assigning it a name and color.
  • Apply tags to contacts from the list anytime, and add more tags as needed.
  • Click on the + Set Tags button under the TAGS column to add a tag, you can add multiple tags to a contact by clicking the (+) icon.
  • Filter contacts based on Tags, Team Member Names, or by selecting a Time Filter.
  • Export contacts as a CSV file by clicking the button Export CSV File at the top right corner of the Contacts page.


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