Directory

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

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

Handpicked Lists

Individually select the contacts most relevant to your work that you want to target directly from our directory.

Written by Keith Gentile
Updated over a week ago

Searching for Contacts, Companies & Brands

Tips & tricks to help you get the best results when searching our directory for contacts, companies or brands.

Written by Lindsay Partridge
Updated over a week ago

Adding Notes and Tasks

Keep yourself and your business organized with notes and tasks. Set tasks to call, email, and follow-up with your most important contacts.

Written by Keith Gentile
Updated over a week ago

Managing Your Tasks

Staying organized is easier than ever with Task Manager. View your tasks due, upcoming and completed all in one place.

Written by Lindsay Partridge
Updated over a week ago

Promo Preferences Filters and List Criteria

Knowing a contact's promo preferences can help you strategize the proper marketing plan.

Written by Keith Gentile
Updated over a week ago

The Difference Between Directory Contacts & Personal Contacts

Directory Contacts vs. Personal Contacts, what's the difference? We're laying out what makes these two features unique.

Written by Lindsay Partridge
Updated over a week ago

Utilizing Filters Within The Directory

Locate the most important contacts and companies with our new Filters application.

Written by Lindsay Partridge
Updated this week

Tagging Contacts Within The Directory

Utilize our Tag function to group together important contacts; locate them quickly and easily for future use.

Written by Lindsay Partridge
Updated over a week ago

Personal List Migration for Legacy Members

There is no need to migrate personal contacts over to the new app because we already did the work.

Written by Keith Gentile
Updated over a week ago

Adding & Managing Personal Contacts Using The Directory

Manage all your Personal Contacts in one place, saving you time and energy when managing your business.

Written by Lindsay Partridge
Updated over a week ago

Uploading Personal Contacts in Bulk from the ADBASE Legacy App

Currently for Legacy users only, bulk upload your Personal contacts, tags included, to keep your contacts organized.

Written by Keith Gentile
Updated over a week ago

Uploading Personal Contacts in Bulk from the Agency Access Legacy App

Migrate over your Personal Contacts in bulk via the Agency Access Legacy App

Written by Lindsay Partridge
Updated over a week ago