Contacts

How to use this page

1. 1

   Find and sort contacts

   Use Search contacts to filter by name, email, company, and related text. Click a sortable column header to sort and click again to reverse it. The summary band reports the matching range and current-page activity.

2. 2

   Identify referral contacts

   A prospect referred by another contact displays a Referral label beside the name in the table. If you show the optional Source column, the same contact is labeled Referral there. Open the row to see the named referrer and move to that record.

3. 3

   Filter and save a segment

   Click Filters, add property rules, and choose All when every rule must match or Any when a contact can match at least one rule. Search properties in the field picker, including Street under Person Address when you need to segment by a prospect's address. Then apply the filters. Use Views to load or save the current search, filters, and columns.

4. 4

   Tailor the table columns

   Click Columns to show, hide, and drag fields into your preferred order. Along with core contact and activity fields, the picker includes role and company details, person and company locations, phone status and ZoomInfo DNC flags, email deliverability and validation date, follow-up and meeting details, tags, lists, notes, and custom fields.

5. 5

   Import, export, or add contacts

   Import CSV opens upload, mapping, and import steps with identity-based dedupe. Add Contact opens the single-record form. Export CSV lets you choose the fields for the currently filtered view.

6. 6

   Run bulk actions

   Select page rows or all matching contacts, then edit status, add them to a campaign, or delete after confirmation. Moving an already enrolled contact ends the prior enrollment while preserving history.

What the buttons do

Referral label

Marks a contact that another contact referred. It appears beside the name and as Referral in the Source column when that column is visible.

Search contacts

Filters contacts by name, email, company, and related fields.

Filters

Opens the segment builder with property rules and All or Any logic, including the Street property under Person Address.

Views dropdown

Loads a saved view or saves the current setup.

Columns

Shows, hides, and reorders core, firmographic, location, phone, email, meeting, list, notes, and custom fields.

Import CSV

Opens the three-step importer with mapping and dedupe.

Export CSV

Exports matching contacts with selected fields.

Add Contact

Opens the single-contact form.

Common questions