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
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 this week
Updated this week
Searching for Contacts, Companies & Brands
Best practices for searching our Directory for contacts, companies, and brands.
Written by Lindsay Partridge
Updated this week
Updated this week
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 this week
Updated this week
Utilizing Filters Within The Directory
Narrow your Directory results and locate key contacts and companies with Filters.
Written by Lindsay Partridge
Updated this week
Updated this week
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 this week
Updated this week
Managing Your Tasks
View your tasks due, upcoming, and completed all in one place with Task Manager.
Written by Lindsay Partridge
Updated this week
Updated this week
Differentiating Between Directory Contacts & Personal Contacts
Directory contacts come from us, personal contacts come from you.
Written by Lindsay Partridge
Updated this week
Updated this week
Adding & Managing Personal Contacts In The Directory
Add, organize, and manage your Personal Contacts in the Directory.
Written by Lindsay Partridge
Updated this week
Updated this week
Understanding Promo Preferences
Quickly see a contact's promo preference to better strategize your outreach.
Written by Keith Gentile
Updated this week
Updated this week
Uploading Personal Contacts In Bulk
Import your own database of contacts and turn our platform into your personal CRM.
Written by Keith Gentile
Updated this week
Updated this week
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
Updated over a week ago