EnGaged Contacts QuickStart

The Contacts section is where you’ll spend a lot of time in the Engaged interface. It’s a very robust part of the CRM, but it’s basic features are incredibly simple to learn. Here’s a quick overview of how to add, export, search, and filter through your contact records to stay organized.

Step 1: Access your Contacts section within EnGaged. 

• Navigate to Contacts.

• The main page displays a list of all your contacts and basic information like name, phone number, email, when they were created, last activity, and tags. 

• By dropping down the columns menu at the top, you can update which columns are displayed.

Step 2: How to Search and Filter through your contacts.

• You can also use the Quick Search feature to do a quick search by name, email, business name, tag, or phone number.

• Under More Filters you can Filter through contacts using a variety of specific options including Tag is ___, City is Not ___, Phone Number Field is Empty, and more…

  • NOTE: Check out our Smartlist video/article to learn more in depth about how to use and save these filters. You can use multiple at once to filter out Contacts very specifically.

Step 3: Additional Actions within EnGaged

• Using these Actions icons at the top, you have several options for adding or removing contacts, and applying bulk actions. Our Bulk Actions tutorial gives a full overview of each of these actions. The most foundational are:

  • Add contact: manually add an individual contact record

  • Export Contacts: select a list of contacts to export to your computer (the file will download as a .csv Excel file)

  • Import Contacts: Add a list of contacts into your system, using a .csv file

Need to submit a Support Request? Existing Customers with a Support Agreement can Submit a ticket here.