Searching for Contacts in the B12 Contact Manager

Search for contacts by keyword

1. Log in to your B12 Editor.
2. Click Contact Manager from the left navigation panel.
3. From the Contact Manager page, type a name, email, phone number, or other contact details in the search bar.
4. Press Enter to see matching results.

Search for contacts by tag

1. From the Contact Manager page, click the search bar.

2. Select a tag from the dropdown menu.

   • Example: You may have tags like Customer or Prospective Customer to filter results.

3. View the list of contacts associated with the selected tag.

Review contact details

• Click on a contact’s name to view basic information, previous interactions, and any assigned tags.
• Edit or update the contact’s details as needed.

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