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MANAGING CONTACTS
You can access your entire contacts list by clicking on “Leads & Contacts” on your
navigation bar, then click “Contacts.”
From here, you can see a list of all of your contacts in your account. In this menu, you can sort
contacts by clicking the column headers at the top, such as last name, email, etc.
You can export the list of contacts by clicking the export button (highlighted in red). However,
you will not be able to export any loan data.
The column visibility button (highlighted in green) can be used to turn on or off columns of
information.
The filter button and reset button (highlighted in purple) can be used to apply a filter to your
contacts or to clear any existing filters from the page.
A Division of Finance of America
