1. Navigating to the Contacts Page
From the left navigation menu, go to CRM > Contacts.
This will open the Contacts dashboard, where all saved contacts are listed.
2. Exploring the Contacts Page
The Contacts page includes the following key features:
Contact List Table – Displays all available contacts with details such as name, email, phone number, and company.
Search Bar – Located at the top right, allowing quick searches by contact name.
Filters – Use filters above the table to sort contacts based on different criteria (e.g., company, creation date, status).
Kanban/List View Toggle –
Click the Switch to Kanban button to switch to a visual card-based layout.
Click the Switch to List button to return to a structured table format.
3. Searching and Filtering Contacts
Use the search bar to quickly find a specific contact by name.
Apply filters to refine your search based on company, tags, or recent interactions.
Conclusion
The Contacts page in ClearCRM offers a user-friendly interface for managing contacts, applying filters, and switching between different viewing modes. With search and filtering capabilities, you can quickly locate and organize your contact database for efficient management.