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How to use Relationships
How to use Relationships

An complete overview on how to use the Relationships tab

Farzad Rashidi avatar
Written by Farzad Rashidi
Updated over a week ago

The relationships tab is going to be your in-house database of all the contacts that you have found using Respona and also anyone that has been imported with predetermined contact information.

Contact Information

The first thing you see in the Relationships tab is the spreadsheet of contacts in your database. The basic data that is included in the spreadsheet includes:

  • Name

  • Email

  • Organization

  • Website

  • Domain rating

  • Job position title

  • Relationship status

  • Tags

  • Notes

If you want to edit any of the information for the contacts, click on the contact end edit their associated information in the menu that will appear on the right.

In order to manually add a contact to your Relationships tab, click the purple contact button in the top right hand corner.

You will then have the ability to fill in information for that specific contact. The first name, last name, and email fields are all required to successfully add a manual contact.

Managing Contact Lists

The Relationships tab is also where you can export your list of contacts. Simply select the contacts you want to export by clicking the check boxes next to the left of their name. Then to export, click “Export” in the top right corner.

Once you’ve selected the type of emails you want to export, click “Export” once more in the bottom right corner.

In addition to exporting contacts, you have the ability to filter the people in your relationships tab based on rules associated with name, email, and job title.

To add filters, click “Filters” in the top right corner. Create the rule you want contacts to follow based on the options. You can create multiple rules at a time to find specific targets.

You can also take a more manual approach to searching. By using the search bar in the top right corner, you can find specific contacts if you know the name of the contact you are looking for.

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