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Where are my CRM contacts?

CRM is evolving. The CRM contacts page is set to be removed on June 30th, 2022, and is going to be integrated into the Contacts listing page

In this article, we will guide you and show you how your CRM contacts page's functionalities and contacts have been incorporated into the Contacts listing page. 

❌ Your CRM contacts used to have their own CRM contacts page, this page will be removed

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All your CRM contacts will be placed on the Contacts listing page

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CRM contacts: what has changed on the Contact listing page? 

✔️CRM attributes are available on the Contacts listing page

Contact owner and Next task attributes are available on the Contacts listing page. You can show or hide the attributes directly from the Contacts listing page.

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➡️ To learn more about editing the Contacts listing attributes, check our dedicated article Easily personalize your contacts attribute column

✔️Assign a contact owner from the Contacts listing page

You can also assign contact owners directly from the Contacts listing page while creating a contact or for already existing contacts. 

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➡️ To learn how to assign contacts to an owner, check our dedicated article Assign an owner to a contact

✔️ Find CRM contacts thanks to segmentation

Our segmentation feature from the Contacts listing page allows you to find specific CRM contacts, for example, according to: 

  • Their Contact Owner:
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  • Their Next task date:mceclip5.png

➡️ To learn more about segments and segmentation, check our dedicated articles in our dedicated Help Center section

✔️You can still use your CRM contacts lists

You've previously created contacts lists from the CRM contact page? These CRM contact lists are still available in the new Contact listing, in the CRM folder. 

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➡️ To learn more about Contact lists on the Contacts listing page, check our dedicated articles in our dedicated Help Center section

🤔 Have a question?

If you have a question, feel free to contact our support team by creating a ticket from your account. If you don't have an account yet, you can contact us here.