Managing your contacts

 In this section:   Add an individual contact Add contacts in bulk
Leslie Leach on December 20, 2018
In this section     To add Contacts to your Zap Contact Pool, follow these steps:     Add contact on desktop    1. There are two ways to add a new contact on desktop. Click on + Add in the top... read more
Leslie Leach on October 23, 2018
  In this section     Zap lets you import your contacts in bulk using a CSV file or Google account. You can also import contacts on your phone from the Zap mobile app.     To access bulk import: F... read more
Marissa Azzara on May 16, 2015
25 people found this article helpful
  There may be times when you want to remove a contact from Zap. You might have added a test contact or maybe you received a lead that you didn't want to work with. Think twice before acting! Once you rem... read more
Leslie Leach on November 12, 2018
In this section:   The Contact Profile Communicate with your Contacts Contact Statuses Contact Tags Contact Filters Bulk Actions  
Leslie Leach on October 23, 2018
  In this section     Each of your contacts has a thorough Contact Profile in Zap. The Contact Profile is where you can view important information about your contact, including actionable insights, communicati... read more
Marissa Azzara on April 5, 2016
17 people found this article helpful
     You can search for Contacts by their search activity or by characteristics you’ve added to their account. For example, you may want to pull up your Closed Contacts, you may want to find the Contacts y... read more
Leslie Leach on November 12, 2018
      The Contact Summary is separated into two panels. The left side of the Contact Summary provides you with key information about your Contact that you can use to communicate with them more effectively. Th... read more
Marissa Azzara on May 16, 2015
25 people found this article helpful
Each of your Contacts is assigned a Status based on where they are in their buying and selling process. This allows you to easily group your Contacts, assign them to Follow-up Plans, and tailor your communication. Zap automat... read more
Marissa Azzara on May 16, 2015
25 people found this article helpful
  In this section      Use tags to manage your contacts in a way that makes sense for you. Zap automatically tags your contacts for basic criteria such as buyer/seller, broker/agent lead, etc. You can als... read more
Leslie Leach on November 12, 2018
  Bulk actions let you perform actions for a large group of contacts at once: 1. Click Contacts on the left navigation panel in Zap.  2. To select contacts for a bulk action, you have a few options:  Use ... read more
Christine Nedilsky on September 20, 2017
25 people found this article helpful
  In this section     Zap keeps a record of any transactions you’ve started and closed. We receive this information from your brokerage tool, Dash. However, to keep a holistic view of your data, you can link ... read more
Gloria Choi on February 19, 2019
In Zap, you’ll be designated as the Primary or Secondary Agent for any Contact on your platform. This is your Agent Status. Your ability to access that Contact’s website account and detailed information about their website a... read more
Leslie Leach on November 12, 2018