Follow this guide to learn what users can do in the contacts tab
The contacts tab houses all information for users in SalesAi. Here is what you can do and see inside the Contacts tab.
- Here, users can search for contacts by name.
- By Clicking "Import Contacts", users are taken to the Data Import tab to bulk-upload contacts.
- Users can manually add contacts 1 by 1 by clicking "Add Contact".
- Users can manually enroll contacts into sequences by clicking on the check box next to the contact names, then clicking "Enroll in Sequence".
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- Here, users can find the Contact Name, Assignee (If applicable), Primary Company, and the date the contact was created in SalesAi.
- By clicking the 3 dots in the Actions column, users can Edit the Contact, Enroll them into a Sequence, Un-enroll contact from Sequence, or Delete the Contact.
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