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Contacts Overview

STEP 1: Log in to Vintory CRM

STEP 2: Click on the CONTACTS tab

STEP 3: In “All” tab, it’s all the data you have in your system.

STEP 4: You may also create your own tab or “Smart List” to organize and sort your data depending on what you want. It’s a recommendation that you create your own Smart List, especially if you’re building a campaign. It will help you filter contacts with conditions that will work for your campaign. Go to this article to learn more about Smart List and how to create it.

Learn more about how to export and import contacts:

How to Import Contacts

How to Export Contacts