Find and update contacts

Filters and saved views give you the list you need in one click, such as new leads or contacts with no phone number. From there you can fix a value right in the table or change many contacts at once.

Filter and save a viewCopy Anchor Link

1. Open CRM › Contacts.
2. Use the filter controls to narrow the list, for example Status is Lead. Use search to find one person by name, email or phone.
3. Select a column header to sort, and use the columns control to show or hide columns.
4. Save the view and give it a name that says what the list is for, such as "Leads to call".

You're done when your saved view opens with the same filters and sorting next time.

Edit one value in the tableCopy Anchor Link

1. Click the cell you want to change, such as a phone number or status.
2. Change the value.
3. Press Enter or select the check mark to save. Press Esc to cancel.

Click the contact's name instead when you want to open their full page.

Change many contacts at onceCopy Anchor Link

1. Filter the list so it shows only the contacts you want to change.
2. Tick the rows, or tick the box in the table header to select every visible row.
3. In the bar at the bottom of the screen, choose Assign, Edit (for a custom field), Status or Delete.
4. Confirm the change.

You're done when Agiled confirms what changed, such as 12 contacts updated. If some contacts could not be changed, the message says so; check the list and try those again.

Delete contactsCopy Anchor Link

Delete a contact only when it was added by mistake or is a duplicate. For someone you no longer work with, set their status to Inactive so their history stays.

1. Select the contacts you want to remove. One is fine.
2. Choose Delete in the bar at the bottom of the screen.
3. Confirm. For one contact, the confirmation names them, such as Delete "Priya Raman"? For several, type the number of selected contacts, for example 3.

Deleting a contact also turns off their client portal access and cancels any portal invites they haven't accepted. Deleted contacts aren't offered when you add clients to a project's team.

Good to knowCopy Anchor Link

• Read the selected count before you confirm a bulk change.
• If a contact is missing from a view, clear search and filters first.
• A status change can start workflows that use that status.

RelatedCopy Anchor Link

• Work with a contact
• Contact custom fields
• Import and export contacts