My Contacts: Tips for Utilizing Saved Contacts
Every contact that you "lookup" and reveal their contact information is automatically saved to My Contacts, creating a permanent history that you can access any time. My Contacts is your contact book within RocketReach, with basic CRM-like features that can help you work with your data without needing to export it.
Key Features
User interviews and feedback helped us identify and design the following most-requested tools for organizing and using saved contacts. If you have more ideas, let us know! success@rocketreach.co
Filter & Sort
Click "Show Filters" on the far right to expand the filter area, then enter the desired search info into the appropriate column filter. (Please use the "Clear Filters" link on the far right to remove any applied search filters!) Click on a column headings to sort the in-view data by that column.
🔗 To continue learning, please see: How do I generate a list of contacts?
Add Notes or Tags
Clicking on an individual contact will open the profile details panel. Record any helpful notes to yourself in the open text area, and add Tags to enable easy organization and dynamic contact grouping. For example, you might add a Tag for "Spoke To" and "Call Again", then log Notes with highlights from your conversation.
🔗 To continue learning, please see: How to Create and Manage Tags
Send Emails
You can easily email contacts without changing apps or exporting data. You can email individual contacts with the "Send Email" button on the far right (blue envelope icon), or use the filters and/or checkboxes to select a set of contacts to mass email.
🔗 To continue learning, please see: Messages | User Guide
Export
Contacts can downloaded to a spreadsheet (CSV file), or synced to your connected external app (CRM integration). Filter to the appropriate contact group and/or select the desired contacts, then click either export button in the action row (upper right corner).
| ⚠️ Export-based Accounts (including Unlimited Lookup plans) will consume 1 Export Credit for each contact that is exported to CSV or exported with an integration. |