Introduction

The Contact List is where you see and manage your contacts within LoftyWorks. This article will review each section within this page.

Navigate to the Contact List Page by clicking CRM > Contacts. 

Summary

• Contact List Views
• Contact List Filters
• Contact List Columns
• Bulk Actions

Contact List Views

The Contact List displays contacts based on your user permissions.

For users with Access All Team permissions, the View section shows all contacts within the team and includes an All Contacts tab, allowing you to browse the full contact list.

For member users, the Contact List displays only contacts assigned to you and includes a My Contacts tab. While contacts assigned to other team members are not shown in the list by default, you can still search for those contacts and view their details if needed.

Contact List Filters

Click Filters to add a filter to the contact list. When adding Filters, the viewable contacts will automatically update based on the selected filters. Filters include, but are not limited to, address, contact type, source and tags... You can also use the search bar to locate and apply the required filters：

Contact List Columns

Click the Graph icon to edit the columns. 

Here, you can customise the order and visible columns on the contact list page. 

Bulk Actions

Each contact in the list includes a checkbox, allowing you to select one or more contacts for bulk actions.

At the top of the contact list, a Select all option lets you choose either:

• Current page, or

• All contacts                                                                      

The available actions vary depending on how many contacts you select:

• When a single contact is selected

• When multiple contacts are selected

1. Update phone number consent status

   Clicking this brings you a pop-up window enabling you to select the phone number consent statuses that you want to update and which consent statuses you want to change them into:

   

2. Send consent request email

   

   By clicking this, you can immediately send consent request email to selected contacts. You can also configure the template of this email here or manually navigate to Settings > Communication > Email > Automated Emails > Call & Text consent request email > Edit to edit consent request email.

   

3. Mass Email
   Clicking this brings you to a mass email sending pop-up window, here you can directly send an email to selected contacts.

   

4. Send to Dialler
   With correct call package(link), you can click this to bulk import selected contacts' phone numbers into a specific call list.
5. Change Segments
   Clicking this brings you to a pop-up window, here you can change selected contacts' segments or directly create a segment by entering segment name and reminder days and change selected contacts to the newly created segment:

   

  6. Change Tags

      You can use this to add or change tags for selected contacts:       

  7. Assign

      You can reassign selected contacts' agents. Please note that: If the primary assigned agent is also a           "Owner" on existing progressions/applications, they will be replaced as the "Owner" by the agent assigned here. 

      Note: You cannot assign contacts that have been shared with you.

  8. Smart Plan

      Here you can add, pause, resume, remove selected contacts' smart plans. Please check Smart Plans Overview for detailed information about smart plan.                          .

9. Merge

      Currently only 2 contacts can be merged at a time:

10. Send Opt-In Email

     Clicking this will only send opt-in emails to contacts that were imported via CSV and have not yet opted-in to receive email communication from you.

11. Mailing Label 

12. Delete

     You can delete selected contacts right here, but you cannot delete contacts that have been shared with you.

These options help you manage contacts more efficiently without needing to update each record individually.

Selecting a contact name opens the contact‘s detail page. For more information about managing contact's information, please refer to: link.

Questions?

If you have any questions about this topic or anything else, please get in touch with our Support Team. You can email us at <Support@LoftyWorks.com> or call us on +44 330 321 3500.