Contacts List

The Contacts List shows all of your contacts in one place. From here you can view a contact's full details, edit a contact, or delete one. Each row shows the contact's name, email, phone numbers, and source (whether the contact came from your website or was added in the admin).

To open this page, go to Contacts > Contacts List in your Zealder admin dashboard. (This page requires the CRM Rep permission.)

Filtering the list

• Group: Show only the contacts in one or more of your contact groups.
• Source: For real estate sites, narrow the list to contacts who came in through a specific website request form, such as a Market Analysis, Dream Home Finder, or Listing Request.

Sorting the list

Sort the list by clicking a column header. Available sorts include Date Added, First Name, Last Name, and Email Address. Click a header again to switch between ascending and descending order, for example to show your newest contacts first or oldest first.

Actions

• View Details: Opens the full contact card, including the contact's information, the website requests they submitted, and the notes you have saved about them.
• Edit: Opens the contact in the Add/Edit Contact form so you can update their details. See the Add a Contact guide.
• Delete: Removes the contact from your list.

When a visitor submits a form on your website, that contact is added here automatically and marked with a website source, so your list always reflects new leads.