In this video, you will learn how to manage contacts within the Move platform. Here's a summary:
Contact Search and Filters: You can search contacts by name, email, phone number, or tags, and filter results accordingly. For example, search contacts tagged "ketamine" or filter by specific criteria like insurance type, source (e.g., Google), or other custom fields.
Column Customization: You can customize the columns displayed, adding details like birthdays, business names, or sources.
Smart Lists: Create segmented lists for retargeting purposes based on contact attributes or reasons why leads didn’t move forward. For instance, filter leads by distance or insurance type, and save these lists as smart lists for future use.
Sharing Smart Lists: You can share smart lists with other users by selecting the "Share" option, allowing team members to access them.
This system helps segment contacts efficiently for better communication and campaign targeting.
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