View and export Contacts created by your users

  • Updated

What's in it for you

The Contacts feature in Showpad enables you to view and export all contacts created by your users in Showpad. This is mainly utilized as a lead-capturing tool, to keep track of all created contacts.

See this in action

Key benefits

  • See which sales rep created the contact
  • When did the user create this lead
  • When was the last sync with Showpad
  • Filter the list by last sync date

Do this step by step

Overview

  1. Open the Contacts tab on Showpad's Online platform
  2. Filter all Contacts: Synced Today or in the Last 7 Days


Customize Form

The Customize Form option lets you add or change the form fields your users need for their contacts. You can set which status users can attribute to their contacts. These statuses allow users to see where their contacts are in the sales cycle, or to filter their contacts list based on the status.

  1. In the Form Composer section, click the Add Field button.
  2. Enter the name of the field.
  3. If required, select the Mandatory check box to prevent users from creating a contact if this particular field is not filled in.
  4. Open the “Type” drop-down list and choose the type of field you want to create.
  5. Click the Create button.
  6. In the Form Composer section you can:
    • Click the Edit button to modify a field’s properties.
    • Click the Delete button to remove a field from the form.

 Add or change a sales cycle status:

  1. In the Contact Statuses section click the Add Status button.
  2. Choose a hexadecimal color code for the status.
  3. Enter the name of the status.
  4. Click the Create button.
  5. In the Contact Statuses section you can also:
    • Click the Edit button to modify a field’s properties.
    • Click the Delete button to remove a field from the form.


Export

You can export a list of your user's contacts in an XLS or CSV file. Apply a filter if that's necessary, like selecting a certain user or when contacts were created.

  1. Click Export. 
  2. Click the user(s) you want to export the contact for. To select all users at once, click the Select All button.
  3. Click inside the Since and Until fields to configure a time frame in which users were created.
  4. Select the desired file format.
  5. Click the Export button.

See how your users can sync their created contacts with Showpad on their devices.

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