Contacts, lists and companies

Understand the basics of the data management of your contacts in Customerly. How to manage lists, contacts and companies.

Getting started with the contact page

Understand all the powerful tools you have to filter, visualize and get insights about your customer base.

A tutorial on how you can track contact info in your Customerly environment

Understand how Customerly tracks contact properties and how you can add your custom ones.

If you users manage different companies in your environment you can use company properties.

This tutorial is about how to manage your contact events

If you want to learn about tags,

If you want to create a series of segments or lists with your contacts based on different properties or actions taken you can filter your contacts

If you want to track your contacts

In this article, you will learn how to delete a contact list and the contacts within it

Learn how to search for a company or contact property in the contact section

Show and hide the most important information about your customers within the contact table

Discover how to export your contact lists in XLS and CSV

Learn how to delete contacts on the contact page in a few clicks