The Contacts section in Swipe One provides a robust and intuitive system for managing and organizing all your leads and customers. Designed to streamline workflows, it enables users to capture, edit, and maintain contact information with ease, ensuring efficient business operations and improved customer engagement. Here are some of the key features of the Contacts table in Swipe One -
Contact Management:
Add contacts individually via direct table entry or import multiple contacts at once using CSV files.
Create, Edit, delete, or customize contact properties, with support for various field types such as text, number, and email.
Customize table views:
Rearrange the table view to focus on the most relevant data points for your workflow.
Sort columns in ascending or descending order for quick access to specific information.
Search contacts easily by name or email for instant results.
Filters and Segments:
Contacts can be filters based on contact properties and events.
Filtered data in the contacts table can be saved as a Segment. Segments help you categorize and organize contacts and manage them effectively. Segments can be used to automate sales and marketing processes using workflows and campaigns.
Bulk Operations:
Export contact lists seamlessly for reporting or integration with other tools.
Perform bulk actions such as deleting contacts or assigning tags to organize them effectively.