It displays all your contacts in one place, with essential information like username, name, email, phone number, follower status, and more.

You can now export contacts by clicking Export contacts in the top-right corner. This will generate a CSV file containing all your contacts and their properties.

Use the Search Contacts bar to find specific leads or keywords in their Instagram bio.

Click Add Filter to apply filters such as language, number of followers, or whether they’ve clicked on a specific payment link.

Create Segments based on these filters (e.g., VIPs, Ambassadors, Recently Engaged). Segments update automatically as contacts meet the filter criteria

Segments are dynamic lists that automatically update as contacts meet your set filters or conditions.

Create segments to manage and target specific groups (e.g., VIPs, Ambassadors, Recently Engaged) with personalized campaigns.

Use segments to streamline your workflow and ensure you deliver the right message to the right audience.

Click Contact Properties at the top right of the CRM, then choose Add New Property.

Give the property a name (e.g., “Birthday” or “Country”) and select the type (Text, Number, or Date).

Once saved, you can start using these properties to store and sort information unique to your business needs.

Clicking on a contact now opens their conversation history, allowing you to respond directly or review past interactions.

In this view, you can also edit their details, see any campaigns or automations they’re part of, and read comments or mentions related to them.

Select multiple contacts to send a campaign, add them to a folder, or remove them from a folder—all at once.

This is especially useful when you need to manage or re-segment large groups of contacts quickly.

Use Custom Properties Wisely: Tailor your CRM to your needs by creating properties that matter most to your workflow (e.g., product preferences, event attendance, or special notes).

Experiment with Filters: Filters are a powerful way to zero in on the right contacts. Try combining language filters with follower counts to target specific regions or engagement levels.

Export Regularly: Export your contacts to keep an offline backup or share contact data with other teams. This is great for broader marketing or reporting needs.