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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: From Con... 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
Each of your Contacts has a thorough Contact Profile in Zap. The Contact Profile is where you can view important information on your Contact, including actionable insights, communication history, contact information, and much... 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
With the Contact Summary, connecting with your Contacts is fast and easy. From your Dashboard, under Follow-ups, click on the blue call or email icon to access the Contact Summary.      The Contact Summary is... 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
You can use tags to manage your Contacts in a way that makes sense for you. With a combination of system-generated tags and your own custom tags, you’ll have an at-a-glance look at some of your Contacts' most noteworthy chara... read more
Leslie Leach on November 12, 2018
In this section    Reach out to a large group of your Contacts at once with the same message using the bulk email feature.      How to send bulk emails Click on “Contacts” in the left navigatio... read more
Christine Nedilsky on September 20, 2017
25 people found this article helpful
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
Team members can reassign Contacts to their team leader, and team leaders can reassign Contacts to any agent within their team. Learn how below!     Reassigning Contacts to your team leader   If you’re on a te... read more
Bria Hunter on February 5, 2018
6 people found this article helpful