--- title: "Manage Marketing Pro Contacts" slug: "manage-marketing-pro-contacts-2" updated: 2026-10-16T00:58:58Z published: 2026-10-16T00:58:58Z canonical: "help.servicetitan.com/manage-marketing-pro-contacts-2" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Manage Marketing Pro Contacts ## Overview Review your list of contacts receiving your marketing content. Each contact represents a customer, lead, or prospect. Understanding your audience helps you tailor your messaging and boost engagement. --- ### #### Make sure you’re viewing the correct Marketing Pro content This article is for Marketing Pro v2. If you are using Marketing Pro, see [Manage Marketing Pro Audiences](/roofing/docs/manage-marketing-pro-audiences) for content specific to your experience. You can check your version following these steps: 1. Go to the navigation bar and click **Marketing** ![A speaker icon representing Marketing in ServiceTitan.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-marketing.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A56%3A41Z&se=2026-11-01T21%3A56%3A41Z&sr=c&sp=r&sig=UKQNx6V0%2FqGL1HCGFs3ayxTezthB4QSwZ0b3dQu%2FhU0%3D). 2. If the side menu under Analytics includes One-Time Campaigns and Automated Campaigns, you're using [Marketing Pro v2](/v1/docs/marketing-pro-v2). If these options aren't visible, you're using [Marketing Pro](/v1/docs/marketing-pro). ![Analytics section highlighted in the Marketing side menu.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/screenshot-marketing-analytics.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A56%3A41Z&se=2026-11-01T21%3A56%3A41Z&sr=c&sp=r&sig=UKQNx6V0%2FqGL1HCGFs3ayxTezthB4QSwZ0b3dQu%2FhU0%3D) #### Feature configuration - Marketing managers, business owners, and other marketers on your team - Primarily benefits Commercial Service and Replacement business types and Residential Service and Replacement business types - Applies to all trades #### Feature configuration - To get started with Marketing Pro, request a demo on our [Pro Products page](https://www.servicetitan.com/features/pro), or reach out to your Customer Success Manager (CSM) or Pro Account Manager (PAM). ## Things to know - The contacts in Marketing Pro populate from your Customer Relationship Management (CRM) platform. - You can't add or remove anyone from the *Contacts* list. - You can't edit the data associated with any of these marketing Contacts. ## Contacts overview To view all contacts: 1. Go to the navigation bar and click **Marketing ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-marketing-pro-contacts-image-qcfkxvft.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A56%3A41Z&se=2026-11-01T21%3A56%3A41Z&sr=c&sp=r&sig=UKQNx6V0%2FqGL1HCGFs3ayxTezthB4QSwZ0b3dQu%2FhU0%3D)**. 2. In the side menu, go to **Audiences > Contacts**. The *Residential* or *Commercial* tab opens. This depends on which tab includes the larger number of contact records. The same concept applies for the *Single Location* and *Multi-Location* tabs. ![User interface displaying contacts with email status and options for managing customers.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-marketing-pro-contacts-image-blv2ehi8.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A56%3A41Z&se=2026-11-01T21%3A56%3A41Z&sr=c&sp=r&sig=UKQNx6V0%2FqGL1HCGFs3ayxTezthB4QSwZ0b3dQu%2FhU0%3D) In *Contacts*, you can: - [View contacts by type](/v1/docs/manage-marketing-pro-contacts#view-contacts-by-type) - [View contacts by organization type](/v1/docs/manage-marketing-pro-contacts#view-contacts-by-organization-type) - [View contacts by account stage](/v1/docs/manage-marketing-pro-contacts#view-contacts-by-account-stage) - [Customize your view of the Customers or Leads table](/v1/docs/manage-marketing-pro-contacts#customize-your-view-of-the-customers-or-leads-table) - [Sort columns](/v1/docs/manage-marketing-pro-contacts#sort-columns) - [Search for a contact](/v1/docs/manage-marketing-pro-contacts#search-for-a-contact) - [Export the Contact tables](/v1/docs/manage-marketing-pro-contacts#export-the-contact-tables) - [View the breakdown of Contacts](/v1/docs/manage-marketing-pro-contacts#view-the-breakdown-of-contacts) - [View a contact's details](/v1/docs/manage-marketing-pro-contacts#view-a-contacts-details) ## View contacts by type You can find two types of contacts in the *Contacts* section: - **Residential:** Individuals who use services for personal or household use. - **Commercial:** Businesses or organizations that use services to generate revenue. Click the **Residential** tab to view residential contacts. To view commercial contacts, click **Commercial**. ![User interface showing contacts with residential and commercial categories highlighted.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-marketing-pro-contacts-image-r8xd9581.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A56%3A41Z&se=2026-11-01T21%3A56%3A41Z&sr=c&sp=r&sig=UKQNx6V0%2FqGL1HCGFs3ayxTezthB4QSwZ0b3dQu%2FhU0%3D) ## View contacts by organization type Residential and Commercial contacts are divided into two sub-categories: - **Single Location:** Contacts who have one service location address. - **Multi-Location:** Contacts who have more than one location address where they want to receive services. Click the **Single Location** tab to view contacts with a single location. To view contacts with multiple locations, click **Multi-Location**. ![User interface showing contact options for single and multi-location customers.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-marketing-pro-contacts-image-ys9zn1ys.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A56%3A41Z&se=2026-11-01T21%3A56%3A41Z&sr=c&sp=r&sig=UKQNx6V0%2FqGL1HCGFs3ayxTezthB4QSwZ0b3dQu%2FhU0%3D) ## View contacts by account stage On the *Contacts* screen, contacts are broken into two different tables depending on where they are in the sales lifecycle: - If a contact has historic conversions, sales, or services, then they appear in the *Customers* table. ![Customer contact list showing account details, email status, and phone numbers.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-marketing-pro-contacts-image-o2k4cc96.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A56%3A41Z&se=2026-11-01T21%3A56%3A41Z&sr=c&sp=r&sig=UKQNx6V0%2FqGL1HCGFs3ayxTezthB4QSwZ0b3dQu%2FhU0%3D) - If a contact is a prospect, it appears in the *Leads* table. Prospects are contacts that have not been converted in the past. ![Table displaying leads with email status, phone number, and date added information.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-marketing-pro-contacts-image-i209ohui.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A56%3A41Z&se=2026-11-01T21%3A56%3A41Z&sr=c&sp=r&sig=UKQNx6V0%2FqGL1HCGFs3ayxTezthB4QSwZ0b3dQu%2FhU0%3D) ## Customize your view of the Customers or Leads table The *Customers* and *Leads* tables include basic information about the contact's account, email, email status, phone number, mailing address, date added, and details. You can add and remove columns in the table to adjust how you see the information. To add and remove additional columns: 1. Go to the navigation bar and click **Marketing ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-marketing-pro-contacts-image-skrb4pl7.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A56%3A41Z&se=2026-11-01T21%3A56%3A41Z&sr=c&sp=r&sig=UKQNx6V0%2FqGL1HCGFs3ayxTezthB4QSwZ0b3dQu%2FhU0%3D)**. 2. In the side menu, go to **Audiences > Contacts**. 3. On the *Contacts* screen, click **Edit Columns**. ![User interface showing customer contacts with options to edit columns and export data.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-marketing-pro-contacts-image-7wmfbtyz.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A56%3A41Z&se=2026-11-01T21%3A56%3A41Z&sr=c&sp=r&sig=UKQNx6V0%2FqGL1HCGFs3ayxTezthB4QSwZ0b3dQu%2FhU0%3D) 4. In the *Edit Columns - Customers* pop-up that opens, select the columns you want to see in the table. The *Customer* and *Leads* columns are selected by default and can't be removed. To remove a column, deselect it. You can also organize the order of the columns in the table by using the *drag-and-drop* tool. 5. Click **Apply** to save your selections. You can restore the default selections by clicking **Reset Defaults**. ![Interface for editing customer columns with options to rearrange and apply changes.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-marketing-pro-contacts-image-edt9n50w.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A56%3A41Z&se=2026-11-01T21%3A56%3A41Z&sr=c&sp=r&sig=UKQNx6V0%2FqGL1HCGFs3ayxTezthB4QSwZ0b3dQu%2FhU0%3D) The newly added columns appear in the *Customers* and *Leads* table. ## Sort columns Click a column header to organize the table by that column in ascending order. Click it again to reverse the order. ![User interface displaying customer contacts with a highlighted 'Customers' section.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-marketing-pro-contacts-image-klas3k32.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A56%3A41Z&se=2026-11-01T21%3A56%3A41Z&sr=c&sp=r&sig=UKQNx6V0%2FqGL1HCGFs3ayxTezthB4QSwZ0b3dQu%2FhU0%3D) ## Search for a contact You can only search for contacts by name. Search results appear in the table below. ![User interface displaying customer account details and search functionality for contacts.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-marketing-pro-contacts-image-04gyqign.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A56%3A41Z&se=2026-11-01T21%3A56%3A41Z&sr=c&sp=r&sig=UKQNx6V0%2FqGL1HCGFs3ayxTezthB4QSwZ0b3dQu%2FhU0%3D) ## Export the Contact tables To download the *Customers* or *Leads* data as a CSV file: 1. Go to the navigation bar and click **Marketing ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-marketing-pro-contacts-image-3a7frq79.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A56%3A41Z&se=2026-11-01T21%3A56%3A41Z&sr=c&sp=r&sig=UKQNx6V0%2FqGL1HCGFs3ayxTezthB4QSwZ0b3dQu%2FhU0%3D)**. 2. In the side menu, go to **Audiences > Contacts**. 3. Go to the table that contains the data you want to export. 4. Click **Export**. ![Customer details including name, email, and address with an export option highlighted.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-marketing-pro-contacts-image-lhz6o0gd.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A56%3A41Z&se=2026-11-01T21%3A56%3A41Z&sr=c&sp=r&sig=UKQNx6V0%2FqGL1HCGFs3ayxTezthB4QSwZ0b3dQu%2FhU0%3D) ## View the breakdown of Contacts 1. Go to the navigation bar and click **Marketing ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-marketing-pro-contacts-image-ct682k1h.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A56%3A41Z&se=2026-11-01T21%3A56%3A41Z&sr=c&sp=r&sig=UKQNx6V0%2FqGL1HCGFs3ayxTezthB4QSwZ0b3dQu%2FhU0%3D)**. 2. In the side menu, go to **Audiences > Contacts**. 3. On the *Contacts* screen, click **Show Breakdown**. ![User interface displaying customer search and export options in a contacts management system.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-marketing-pro-contacts-image-7ccvoi21.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A56%3A41Z&se=2026-11-01T21%3A56%3A41Z&sr=c&sp=r&sig=UKQNx6V0%2FqGL1HCGFs3ayxTezthB4QSwZ0b3dQu%2FhU0%3D) The *Breakdown* screen opens with the details of the contacts and their breakdown. ![Email breakdown showing subscription status and valid contacts in a pie chart format.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-marketing-pro-contacts-image-lg9pdc1m.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A56%3A41Z&se=2026-11-01T21%3A56%3A41Z&sr=c&sp=r&sig=UKQNx6V0%2FqGL1HCGFs3ayxTezthB4QSwZ0b3dQu%2FhU0%3D) ## View a contact's details 1. Go to the navigation bar and click **Marketing ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-marketing-pro-contacts-image-j2vzk05l.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A56%3A41Z&se=2026-11-01T21%3A56%3A41Z&sr=c&sp=r&sig=UKQNx6V0%2FqGL1HCGFs3ayxTezthB4QSwZ0b3dQu%2FhU0%3D)**. 2. In the side menu, go to **Audiences > Contacts**. 3. On the *Contacts screen,* find the contact whose details you want to view. 4. Click the contact name to open the *Customer Detail* screen. ![Customer detail view showing contacts, service locations, and marketing performance statistics.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-marketing-pro-contacts-image-vvj2sm4d.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A56%3A41Z&se=2026-11-01T21%3A56%3A41Z&sr=c&sp=r&sig=UKQNx6V0%2FqGL1HCGFs3ayxTezthB4QSwZ0b3dQu%2FhU0%3D) ## Want to learn more? - See [Marketing Pro Contact detail overview](/v1/docs/marketing-pro-contact-detail-overview) - See [Marketing Pro Customer detail overview](/v1/docs/marketing-pro-customer-detail-overview) - See [Marketing Pro Location detail overview](/v1/docs/marketing-pro-location-detail-overview) ServiceTitan's integrated marketing automation platform for email, SMS, direct mail, and digital ad campaigns. **What it does:** Drives new customer acquisition and repeat revenue by automating targeted campaigns across multiple channels — all tied to actual job revenue. **Also called:** ST Marketing, Marketing automation **Tags:** Marketing Pro [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)