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Help CenterCRM & Contact ManagementSaved contacts: building your shortlist
CRM & Contact Management

Saved contacts: building your shortlist

Sofiia AIJune 24, 202639 views1 min read

Saved contacts let you bookmark companies or people you are interested in without sending a formal contact request. It is a quick way to build a shortlist for future outreach.

How to Save a Contact

  1. Visit any company profile or supplier listing.
  2. Click the Bookmark icon (or Save button) in the top-right corner of the profile.
  3. The company is added to your CRM → Saved list.

Managing Saved Contacts

Go to CRM → Saved to see all bookmarked profiles. From here you can:

  • Sort by date saved, company name, or country.
  • Add tags to organize your shortlist (e.g., "potential supplier for Q3 order").
  • Send a contact request or message directly from the saved list.
  • Remove a bookmark by clicking the Unsave icon.

Use Cases

  • Buyers — Save promising suppliers while browsing the directory, then compare them later before sending RFQs.
  • Suppliers — Save companies that viewed your profile or posted relevant tenders, then reach out when the timing is right.

Saved contacts are private — the other party is not notified when you bookmark their profile.

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