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How do I to create a list of new contacts added to BusinessMind?
How do I to create a list of new contacts added to BusinessMind?

Describes how do I to create a list of new contacts added to BusinessMind?

Chris Minassian avatar
Written by Chris Minassian
Updated over a week ago

To create a list of new contacts added to BusinessMind follow the instructions below.

  1. Click on the Contacts link from the BusinessMind home page.

  2. Choose all Contacts or all Organizations

  3. Click Add next to Smart Sets

  4. Select Time Created

  5. Choose is after

  6. Click on the Select Property drop down menu and now select Contact Since.

  7. Select the date of your choosing.

  8. Click Test Rules to view your results 

 

Did you know:  You can run a more complex search by adding multiple lines to your search.

Did you also know:  You can save a smart set for future use.

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