Step-by-Step: How to Access and Manage Contacts
1. Navigate to the CRM
From your Dubb Dashboard, click CRM on the left-hand navigation menu.
Then, select Contacts from the dropdown menu.
2. Add New Contacts
Click the ADD NEW CONTACT button at the top right.
You can then:
Fill out contact details manually
Import a list via CSV
Sync Google Contacts
Sync Outlook Contacts
3. Tag and Organize
Use tags to organize contacts by source, funnel stage, or campaign. Tags like LEAD, SIGNUP, or AFFILIATE help you filter and sort contacts quickly.
4. View Contact Data
For each contact, you can see:
Watch history of videos sent via Dubb
Email open rates
Click-throughs
Phone and web details
Custom fields you define
This allows you to identify your hottest leads at a glance.
5. Search and Filter Smartly
Use the search bar or click Edit Columns to customize your view.
You can filter by tags, title, engagement level, and more—perfect for laser-targeting follow-ups.
Ready to Go Further with Dubb?
If you're on a free or basic plan, upgrading gives you access to:
Full video tracking analytics
Advanced automation features
Unlimited custom CTAs
Priority support and expert training
Level up your outreach today.
If you need more personalized help, Dubb's support and training teams are ready to assist you every step of the way. Keep creating, sharing, and succeeding!