Where is my search bar?
The search bar is located at the top of the page of the contacts tab. Here you can pull the customers you wish to automate and funnel into your sales board.
How do I pull a list of contacts I want to go after?
After selecting the search bar there are a few options when it comes to finding customers:
details: This will pull information from the contact’s customer details
crmstatus: This will pull the contact's CRM status
month: This will pull information regarding the month the contact was created
year: This will pull information regarding the year the contact was created
Spacebar is only your friend when you want to pull multiple criteria for a list. For example;
crmstatus:won month:august year:2018
This search will pull all contacts that were created in August 2018 and have the Won status.
Searching Specific People
You can search for specific people in Hatch by typing their first and last name, their phone number, or their email into the search bar. For example;
Miles Stokes, (804) 543-1018, or firstname.lastname@example.org