Warehouse Contacts is where you have the opportunity to find everything related to your contacts in Adversus.
Go to Warehouse in the menu on the left and choose Contacts.
As the default view, the Warehouse table shows you all contacts in Adversus without any filtering. You can customize your view, save the view and trigger actions from the menu on the right side. Let's dig into that:
Filters
Use filters to narrow your search and locate the specific contacts you're looking for, e.g., Contact pool = Amazing contact pool.
It's also possible to filter based on your custom lead and/or result fields. Go to the bottom and click Add a contact field filter and choose the field you want to filter based on.
Columns
From the Columns tab, you decide the data you want to show in the table by adding relevant fields. If you'd like to lock a column, so it's always visible for your user when you enter Warehouse Contacts, click the lock icon. If you, on the other hand, would like to remove it from the table, click on the X.
Actions
If you'd like to perform an action for the contacts located in the Warehouse view, go to the third column named Actions. From here, you have several possibilities:
Add to campaign
Add the contacts to a campaign of your choosing.
Delete contacts
Delete contacts from Adversus. This will also delete any potential leads created based on the contact (read more about the difference between leads and contacts).
Blocklist contact numbers
This action will blocklist the phone numbers on the contacts.
Remove leads with unreachable phone numbers
This will clean up contacts that are not reachable by looking at the call history and checking if the numbers are invalid. It will deactivate all open leads related to the contacts, and you also need to decide if you want to deactivate the contacts where invalid numbers are detected.
Anonymize contacts
You are able to anonymize selected fields in the contacts information and replace them with a value of your choice. This is useful if you need to store certain information for a limited time due to data storage restrictions. When a contact is anonymized it remains accessible in the warehouse but not dialable.
Example: The anonymize contacts feature can be used In cases where you would like to keep recording data such as booking, sales, lead status, contact attempts etc, but need to comply with GDPR rules. For more information on how this feature works click here.
Views
You can find all of your Warehouse Contacts views under the Views column.
If you have filtered and column'ed your way to the perfect view and would like easy access to it in the future, you can save it by clicking Save view in the top right corner.
Give it a cool name and choose if it's a private and/or favourite view.
You can also export the view as a one-time export by clicking Export and Now, or you can set up a Scheduled export to receive it automatically whenever you'd like. Read more about automated reports.