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1 Access the contact list online : By selecting the link http://www.cgu.com.au/insurance/contactlist or navigating to the CGU Contact List from the For Advisors menu or page Filter contacts using relevant filters : Use one or all filters in any order to find relevant contacts 2 3 Search contacts : By entering a key word in the search bar. To search within a subset of the contact list, apply the relevant filters before you search. 4 View contacts in list or tile view : By selecting the appropriate option on the top right corner of the list CGU Online Contact List Quick User Guide For reference when accessing the online version of the CGU contact list through a desktop or laptop

CGU Online Contact List Quick User Guide

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Page 1: CGU Online Contact List Quick User Guide

1 Access the contact list online : By selecting the link http://www.cgu.com.au/insurance/contactlist or navigating to the CGU Contact List from the For Advisors menu or page

Filter contacts using relevant filters : Use one or all filters in any order to find relevant contacts 2

3 Search contacts : By entering a key word in the search bar. To search within a subset of the contact list, apply the relevant filters before you search.

4 View contacts in list or tile view : By selecting the appropriate option on the top right corner of the list

CGU Online Contact List – Quick User Guide For reference when accessing the online version of the CGU contact list through a desktop or laptop

Page 2: CGU Online Contact List Quick User Guide

CGU Online Contact List – Quick User Guide

5 Save Favorites: By selecting for the contact in list or tile view or within the contact card itself

View the full contact card : By selecting the ‘View more’ button 6

7 Download contact or share via email with others : the contact card will be downloaded as a vcard

Questions or feedback ? : Please contact your Business Relationship Manager or email us on

[email protected].

For reference when accessing the online version of the CGU contact list through a desktop or laptop