To access your Contact List, click on Contacts and select Contact List. Your contact list gives you a bunch of options to sort your contacts and gives you more fields to store every vital detail you need about them. You can customize the view of your contact list to easily see those contacts you want to put on your priority and be able to sync your Google Contacts. Wise Agent has also added more filters to help you narrow down your searches.
Advanced Filters - On the left side of your contact list, you can search for contacts with specific information such as email address, birthday, address, contacts who do not have an email address on file, and contacts you texted but did not reply, and many more.
How to use the Advanced Filters
- Click the plus (+) icon to the right of the filters you want to use.
- Select one or more options from the dropdown.
- Click on the Search button.
Note: Before doing another search, make sure to click the Reset Search button above to clear the previous filters selected.
To hide/unhide the Advanced Filters, click on the (-) magnifying glass icon to hide it and (+) to unhide it.
How to search for contacts:
- On the search box, enter the name or the company name.
- Click on the Search button or select from the search results dropdown. The dropdown is a quick view of the related results; you can choose from it or click the Search button to see the full results.
Note: You can only search for contacts by name or company on this Search Box. If you are looking for the contact's spouse, you will need to use the Advanced Filters to the left.
Actions - On this dropdown, you can find many actions that you can perform in bulk.
How to apply the actions:
- Select the contacts first by checking off the boxes before the names.
- Click on the Actions dropdown.
- From the Actions search box, type in the action you are looking for or just scroll through to find it.
- Select the action from the dropdown. Depending on what type of action was clicked on, you will need to follow a few prompts before the action gets applied to the selected contacts.
Print Media - This option allows you to create and print envelopes, mailing labels, and return labels with the contacts' information. You can also print your contact list with the option to include the notes and categories.
To print your contact list:
- Select the contacts from your contact list.
- Click on the Print Media dropdown next to the Actions dropdown.
- Select the print option from the dropdown.
Clients per Page - You can limit the number of contacts to show on each page. The maximum that you can display is 500 contacts per page.
You can also go to a specific alphabet or page number on your contact list.
Sort by - Change your contact list's view to easily see the contacts you want to keep an eye on.
You can also add contacts or manage your categories and sources right from your contact list.
Google Contacts Sync - Wise Agent has a two-way sync and an all-or-nothing sync with Google Contacts. This integration is set to reflect the contacts from Google to Wise Agent and vice versa. Any changes made to the contact records will also update on the other platform automatically.
Before activating the sync, you must follow certain rules to have a clean database and smooth integration. Below are the related articles about initiating the Google Contacts Sync:
What is Google Contacts Sync and Why Should I Be Using It?
Google Contacts Sync video tutorial
Contact Summary Page - Click on a contact from your Contact List or any tool within Wise Agent, and it will take you to the Contact Summary Page. It is where you will see the contact's personal information and other records you entered, including the emails and text messages you sent them through Wise Agent. Some valuable functionalities and actions that you can do on your contact list can also be done on the Contact Summary Page, such as deleting the contact, assigning to a team member, adding to a category, and a lot more.
Watch this video to learn how to utilize the contact list and its tools: Contact List