Access the Contacts Section
- Log in to your Wyred Insights account.
- On the navigation bar, click on Contacts to view the drop-down menu.
- From the menu, select the contact type you wish to manage (e.g., Recruiting, Prospecting, Referral, etc.).
Use the Filter Section
- At the top of the selected contact type page, find the filter section. This is typically labeled with the contact type followed by “Filter”.
Filter by Tags
- Locate the field labeled Tags within the filter section.
- Click on the field and begin typing the tag’s name.
- Select the correct tag from the suggestions that appear.
- If needed, repeat to add multiple tags.
Filter by Qualification Status (if applicable)
- If your contact type has a qualification status filter, it will be represented by a toggle or checkbox labeled Qualified Only or similar.
- Activate this filter by switching the toggle to the ‘on’ position or checking the box.
Apply the Filters
- Click the Search button to refresh the list based on your selected filters.
- The contacts list will reload to show only those entries that match your filter criteria.
Review the Filtered Contacts
- Inspect the filtered list in the Contacts List section. It will display relevant contact details as per your filter settings.
Additional Options:
- To modify or inspect a contact, look for an Action or Edit button next to the contact’s entry.
- To clear filters and view all contacts again, press the Reset button.
Export the List
- If you wish to export your list for external use, click the export button (often labeled as Excel or Export).