Directory

Learn how to search the directory to find and manage your contacts

11 articles in this collection
Written by Keith Gentile and Lindsay Partridge

Creating Handpicked Lists

Individually select contacts and add them to your marketing lists.

Written by Keith Gentile
Updated over a week ago

Searching for Contacts, Companies & Brands

Best practices for searching our Directory for contacts, companies, and brands.

Written by Lindsay Partridge
Updated over a week ago

Tagging Contacts In The Directory

Utilize Tags to group together contacts with similar qualities and locate them quickly and easily for future use.

Written by Lindsay Partridge
Updated over a week ago

Utilizing Filters Within The Directory

Narrow your Directory results and locate key contacts and companies with Filters.

Written by Lindsay Partridge
Updated over a week ago

Adding Notes and Tasks

Stay organized with notes and tasks. Schedule tasks to call, email, and follow up with important contacts.

Written by Keith Gentile
Updated over a week ago

Managing Your Tasks

View your tasks due, upcoming, and completed all in one place with Task Manager.

Written by Lindsay Partridge
Updated over a week ago

Differentiating Between Directory Contacts & Personal Contacts

Directory contacts come from us, personal contacts come from you.

Written by Lindsay Partridge
Updated over a week ago

Adding & Managing Personal Contacts In The Directory

Add, organize, and manage your Personal Contacts in the Directory.

Written by Lindsay Partridge
Updated over a week ago

Understanding Promo Preferences

Quickly see a contact's promo preference to better strategize your outreach.

Written by Keith Gentile
Updated over a week ago

Importing Personal Contacts In Bulk

Import your own database of contacts and turn our platform into your personal CRM.

Written by Keith Gentile
Updated over a week ago

Submitting Database Corrections and Website Feedback

Get in touch with our Research Department to submit corrections & updates and supply website feedback to our Development Department.

Written by Keith Gentile
Updated over a week ago