Using the Contact Manager

Article Contents

• Accessing the Contact Manager
• Searching Leads
• Using Advanced Search
• Managing Contacts
• Importing Contacts
• Exporting Contacts
• Managing Auto-Notify Settings
• Accessing Opportunities

By default, SharpSpring will display the Contact Manager every time you open the application.

You can access the Contact Manager at any time from any point within the application, however.

Click Contacts in SharpSpring's left toolbar to access the Contact Manager.

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The Contact Manager allows you to search for leads by entering search terms in the Contact Manager search bar.

Broader terms will yield more results. Specific terms will yield fewer results.

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The Advanced Search function provides a more complete filtering of search results. Advanced Search is a more direct search tool that allows you to modify your search terms for a more focused result.

Advanced Search has search fields for many different parameters, including the status of the lead, which persona a lead is attached to, and when a contact was added to a specific campaign.

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You can manage contacts directly from the Contact Manager. In the Contact Manager, you can interact with contacts in many ways, like assigning a contact to a campaign, assigning or reassigning a lead owner to a lead, or creating new opportunities for a contact.

Click the    Options menu at the end of a contact's row to access a list of individual management options.

Contacts can be managed as a group as well. Click the checkboxes next to the desired contacts to access a set of bulk editing options.

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1. Click Contacts in SharpSpring's left toolbar.
2. Click    Options > Import Contacts.
3. Scroll to the bottom of the Import Tool page.
4. Select the appropriate delimiter from the Select delimiter drop-down menu.
5. Select the appropriate date format from the Select date format drop-down menu.
6. Select the appropriate time format from the Select time format drop-down menu.
7. Click Choose a File.
8. Choose the applicable .CSV file. 
9. Click Upload .CSV File.
10. Enter the list settings for the contact list in the menu window that appears.
11. Map fields as needed.
12. Click Import.
13. Type CONFIRM in the text box in the window that appears.
14. Click the I confirm that my unsubscribed contacts are mapped correctly and that this list is not purchased checkbox.
15. Click Import.

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You can export all leads or contacts in SharpSpring from the Contact Manager.

To export all leads or contacts, do the following:

1. Click Contacts in SharpSpring's left toolbar.
2. Optionally, apply any relevant Advanced Search parameters.
3. Click    Options > Export Leads.
4. Click any or all of the available system and custom field checkboxes.
5. Click Export.
6. Click   Options > Export Manager.
7. Click the created report.

Your file will be downloaded from the Export Manager.

Exporting leads and contacts will not remove or otherwise break their information within SharpSpring.

When exporting all leads and contacts, SharpSpring leaves the data as-is when exporting to a .CSV file.

In addition, exported information should not end up as broken data in the resulting file.

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You can view which contacts are set to automatically notify you through email when they return to your website.

To access the auto-notify list and manually select which leads you want to be automatically notified about, do the following:

1. Click Contacts in SharpSpring's left toolbar.
2. Click    Options > Manage Auto-Notify.
3. Click the desired contact in the contact list that appears.
4. Click    Notify next to the contact’s name.

Once set to automatically notify, the icon will light up.

A broad list of auto-notify configuration settings are located in your My Account page.

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You can access the opportunities associated with your contacts.

To access a contact's opportunities, do the following:

1. Click Contacts in SharpSpring's left toolbar.
2. Click the name of the desired contact.
3. Click the associated opportunities under the contact's name.
4. Click the desired opportunity.