How do I find my recently imported Contactually contacts?

After you have imported your Contactually .csv file it is easy to quickly find your contacts.

Using Cloze on the web (cloze.com) you can import your Contactually contacts (in .csv, Excel, or .zip file formats)  from your computer.

• Enter the # symbol and the bucket name to find all of the contacts with this bucket. For example, your "past buyers" bucket is easily found by typing in #past-buyers
• Similarly, all of your Contactually tags have been converted to a tag in Cloze. You can also find them by the entering # symbol and the tag name. 

In the example below we are looking for the Sphere of Influence bucket. #sphere-of-influence is entered in the search field to find all of the contacts with this bucket name in Cloze. 

Navigate to the People section

All of your Contactually contacts will be located in the People section of Cloze.

Filter to see just your Contactually imported Contacts.

Tap on the My People audience dropdown and select Last People Import. 

Searching and filtering

After you import your file you can easily filter and search for your Contactually buckets and tags.

In Cloze we also use tags. 

We also offer Stages and Segments. 

In this example...

Your Contactually file had a bucket called "Sphere of Influence".

Cloze will perform two actions on import:

1. Set the Cloze Segment to "Connections"
2. Add a tag called "Sphere of Influence"

Filter by Stage and Segment

Tap on the funnel icon along the top of the People section to filter your contacts by Stage, Segment, Next Step, Custom Fields, and more.