Help Center

Contact Management Dashboard

* Page referenced in this article: contacts dashboard page.

The Contact Management Dashboard is the main place to view, search, filter, and manage your contacts in LeadCenter. Use this page to find contacts quickly, update records, take bulk actions, and keep your contact database organized.

Open the Contacts Page

1. Go to Contacts.
2. Use the search bar, filters, columns, and actions menu to manage your contact list.

What You Can Do from the Contacts Page

• Search for contacts by name, email, phone number, or contact ID.
• Filter contacts by stage, source, category, tags, owner, custom fields, and other criteria.
• Open a contact record by clicking the contact's name.
• Add a new contact manually.
• Update selected contacts in bulk.
• Export contact lists when needed.
• Save filters you use often.

The Contacts page includes all active contacts, not only contacts in the Sales Pipeline.

Search and Filter Contacts

Search

Use the search bar to quickly find a contact by name, email address, phone number, or contact ID.

Filters

Use filters to narrow the contact list by fields such as stage, owner, source, category, tags, appointments, custom fields, and other contact details.

If you use the same filter combination often, save it so you can return to it later.

For more details, see Creating and Saving Contacts Filters.

Customize Columns

Columns help you decide which contact details are visible in the table. Depending on your account settings, you may be able to show, hide, reorder, or resize columns.

• Show or hide columns to focus the table on the fields you use most.
• Reorder columns so the most important details appear first.
• Sort columns when sorting is available for that field.

Column preferences help you work faster, but they do not change the contact record itself.

Add a New Contact

1. Go to Contacts.
2. Click + Add Contact.
3. Enter the contact's details.
4. Click Save.

For a full walkthrough, see Adding, Editing, and Deleting Contacts.

Use Bulk Actions

Bulk actions let you update multiple contacts at once.

1. Go to Contacts.
2. Use filters to narrow the list if needed.
3. Select contacts using the checkboxes.
4. Choose an action from the bulk action bar.

Common bulk actions include changing category, adding or removing tags, assigning an owner, changing source, running a workflow, exporting contacts, and deleting contacts.

If you click Select all X leads, the bulk action applies to every contact matching your current filters, including contacts on other pages.

Export Contacts

Use export when you need a CSV file of your contacts or a filtered contact list. Apply filters first if you only want to export a specific segment.

Exports follow the filters and selections you apply before exporting.

Best Practices

• Filter before taking bulk action. This reduces the risk of updating the wrong contacts.
• Save filters you use often. Saved filters make recurring workflows faster.
• Keep columns focused. Show only the fields your team needs for the task at hand.
• Use categories and tags consistently. Clean grouping makes filters, campaigns, and reporting more reliable.
• Review selected counts before bulk updates. This is especially important before deleting contacts or running workflows.

FAQs

Is the Contacts page the same as the Sales Pipeline?

No. The Contacts page includes active contacts in your database. The Sales Pipeline focuses on contacts currently moving through your sales process.

Can I customize which columns appear?

Yes, if column customization is available in your account. Use the column settings to show, hide, or reorder fields.

Can I save a filtered view?

Yes. After applying filters, save the filter so you can return to the same view later.

Can I update multiple contacts at once?

Yes. Select contacts using the checkboxes and use the bulk action bar.

Can I export a filtered contact list?

Yes. Apply the filters first, then export the list.

Related Articles

• Adding, Editing, and Deleting Contacts
• Creating and Saving Contacts Filters
• Contact Tags
• Contact Categories
• Sales Pipeline Management