Salestrekker offers the option to organize your contacts by Person and Company profiles.

For each contact type, there is a separate list in which you can filter, edit, label, and add new or remove existing contacts.

To access your person contacts, simply navigate to the left sidebar and click on the Contacts icon. From there, choose the Person option.

On the top-right corner, you will find the Add New button. When you click that button, select Person from the drop-down menu to enter the contact details and create a new contact.

This time, from the Contacts icon on left sidebar, select Company.

To add a new company contact, simply click on the Add New button in the top right hand corner and select Company from the drop down menu.

If you need to make changes to a contact, such as adding or removing labels, or even deleting the contact, all those actions will be located in the small submenu next to the contact.

You can access the menu by clicking on the circle with three dots icon.

If you need to list only specific contacts, you can use the Filter option.

If you need to be specific in your criteria, the best way to proceed is using the 'Matches All Conditions' subsection. This will ensure that the Contacts displayed have met all the conditions set by you.

If you are unsure which filter conditions to use or would like to include contacts whose information does not meet all criteria, the 'Matches Any Conditions' subsection is an ideal option.

The main difference between the two is that the first scenario requires a contact to meet all of the criteria selected, whereas the second scenario only requires them to match at least one.

Once you create and apply a filter, it will be saved in the Filters section which can be located in the top left corner when viewing both the Person and Company lists on the Contacts tab.

To use an existing filter, simply click the desired option from the Filters list.

To remove an active filter, click on the small X that is part of the filter label, located at the top header.