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hello everybody my name is Drew thank

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you so much for joining us today today

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we're going to be talking about the

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contacts page we're really just going to

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focus on a single page walking you

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through the interface and basically just

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telling you what all of the buttons do

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and how to interact with this page

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so here we are we are looking at the

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contacts page now some of the buttons

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here have

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slightly more complex functionality and

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so we're going to give you a kind of a

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definition of what these buttons are for

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but we're not going to go too much into

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the weeds of it particularly this filter

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button and the score button but um but

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yeah let's uh let's walk through this

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pretty much just from the top down so of

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course we've got a search bar here which

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lets us search our contacts and by the

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way too that these contacts that you see

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in here on this page this is going to be

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just a like one record of every single

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contact that is found anywhere in your

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database um and so you can search all

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the contacts you've got by name by email

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phone number things like that so I you

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can see there's a Bugs Bunny contact

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here I search for that first name Bugs

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there is that contact that is then

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yielded I search for gy I can see that

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there are these three gems that can be

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found in the

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system now you got the learn button

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which very well might be how you found

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this video today uh for just support

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resources you've got create for adding a

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new contact into the

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system and of course you can import

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contacts as well so if you're looking to

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mass import people that's the way to do

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it but if you're just looking to create

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one person at a time this is the way to

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do it

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now coming over here we see our filter

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views so if you don't see the contacts

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that you're looking for on this page

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chance this is the first place to check

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this is going to dictate what you were

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seeing my contacts versus if you're on a

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team you're going to see absolutely

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every single person and then coming down

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here you're going to see U basically any

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filter views that you have and so um

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we'll see in a second how you can create

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a new filter view but after you've made

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one you're going to see an instance of

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every single filter view that you've

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made right here so if we just

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uh go here to say like this Mass

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construction if I click on that that's

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going to pull up this filter view that

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is going to then only show contacts that

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match those rules and we can actually

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see what those rules are right here

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geographical territory this contact

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field is

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CT and the industry is construction so

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these are two custom fields that I have

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in the system and this is the only

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contact right now that matches

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them and we've also got this star button

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here which allows us to save this uh

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filter view up here these starred

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filters basically if I want to be able

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to access it really quickly uh from

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pretty much any page but let's go back

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to my contacts right here and this is

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going to be pretty like every single

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contact that belongs to me now we've got

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how many rows we want to have displayed

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on the page at a time and

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um with with the rows being these all

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right

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here in many cases people elect to have

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a large number but it will just note

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that will mean slower page loads so if

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you want it to be a little bit faster

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then go for something like 20 columns we

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can dictate which columns we want to

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have all displayed right here so I

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encourage you to display the stuff

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that's going to be most useful for you

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to see at a glance when you're browsing

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your contacts so we can click on columns

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right here

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and this is going to be a list of all

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the columns that we have we can reorder

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them how we please we can delete them if

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they aren't useful to be displayed in

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this table we can add additional

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standard fields and custom Fields right

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here so it's

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a we were using what industry before I

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believe so we can have that display

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right there and then you can also decide

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what how you want these things to sort

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so if you want it to be sorted by like

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last name maybe you can do

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that so now you can see that this is

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reordered I can now see this industry

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column and I think that last emailed I

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moved that one up

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here coming over here to filter views

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you might have an idea of what this is

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based on what I was just describing

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earlier but uh filter views are a way to

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dis to to display a filtered set of your

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contacts based on certain rules so um

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let's see we

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got construction as a industry so let's

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uh let's filter for

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construction if you are with a team

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these are

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useful

5:20

industry

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is

5:24

construction

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save and here we go now I can see my

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four

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construction contacts all listed right

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here and filter views can get a little

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bit complicated um search Our Help

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Center for our filter view uh tutorial

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that goes down in like more in more

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detail about filter views and uh always

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feel free to reach out to us as well if

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you have any uh further questions about

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creating the the proper filter views and

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then scoring right here scoring is how

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you can um get a get a view at your

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contacts who are engaging the most with

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the emails that you're sending to them

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uh so this also is um a topic that can

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you can go a little bit deep into it but

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ultimately the punchline is you're

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wondering who is engaging the most with

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your content this is a great way to to

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find that and so in this case I could

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find I could find everybody who from

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this filter View of construction people

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who is engaging the most this way click

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on that and then I'll see this in my

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reports so we've got export right here

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you click this and you'll get a CSV of

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what you see right here plus maybe some

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additional uh system columns as well

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that'll be emailed to you and you can

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download it from there and um when

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you're looking to export if you want a

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field you want to be gu guante that

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there's a particular field that you're

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going to see like one of these columns

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right here just add it in these column

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using this columns tool that we were

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looking at before and then that way

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you'll guarantee that it'll be in that

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export right

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there uh looking at this like we said

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before this shows us if if we're

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filtering for anything in particular

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we're going to see it right here let's

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go back to my contacts the full list you

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can see uh how many contacts

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total

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that are being brought up by the filter

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you're looking at right

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there you can check these boxes to

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interact with one or multiple rows here

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and then you click on this to interact

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with it and you know do a thing

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basically so create segment from

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selected this is basically how you make

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a a brand new contact list from the

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contacts that you've selected

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add to existing list would be to add to

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a contact list that you already have

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this would be like if you're looking to

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Market and send a mass email or mass

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text to these people this is the way to

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do

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that add remove tags this is how you can

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Mass update the tags on contacts same

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goes with the custom Fields here too if

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you need to mass update them change

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owner if you have a team member who's

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also in your account you can then add

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these people to that person's uh to the

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contacts that belong to them and of

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course you can delete contacts this way

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too one thing to note as well as you can

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see we only see 20 contacts here but we

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have 102 total so how do we select all

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of them well you hit this box right here

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to select all that are on this page see

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how it says 20 selected right here but

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then this popped up here so 20 items on

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this page are selected click here to

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select all

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102 click on that now now we can see 102

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are selected here so if I needed to send

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all of my contacts to say like another

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to another person on the team or change

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the custom field value that's how you

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can go about doing

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that now interacting with these contacts

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on this page we have some buttons right

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here like quick view this allows us to

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inspect the contact without leaving the

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page that we're on really useful if

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you're going through a whole bunch of

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contacts trying to see which one is

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which that's how you can do that you can

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just quickly edit a contact record by

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clicking on

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this and you can quickly email them by

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clicking on that um if you have texting

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enabled in your account texting there'll

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be a texting button right there as

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well and now the last thing that we can

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do on this page is click on the name

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which will take us to the contact UM

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record itself and off of the page that

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we were just

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on so I hope that this has been helpful

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just a little quick kind of guess rapid

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fire walk through of all the buttons

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that you'll find on that contact uh on

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the contacts page I hope this has been

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helpful as always reach out to us if you

10:20

have any questions at all and I hope you

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have a lovely rest of your day thank you

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so much