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Managing Contacts

The Contacts page is where you store and manage all your prospects and customers. It's the heart of your CRM.

Viewing Your Contacts​

Click Contacts in the sidebar to see your contact list. You'll see a table with columns for:

  • Name: Contact's full name
  • Company: Their company name
  • Email: Email address
  • Phone: Phone number
  • Lead Score: Automatic score based on engagement and behavior
  • Last Activity: When you last interacted with this contact

Searching and Filtering​

Use the search bar at the top to quickly find contacts by:

  • Name
  • Email address
  • Phone number
  • Company name

You can also filter contacts by lead score, last activity, or other criteria using the filter options.

Creating a New Contact​

To add a new contact:

  1. Click the + Add Contact button
  2. Fill in the contact information:
    • Name
    • Email
    • Phone
    • Company
    • Job title (optional)
  3. Click Save

The contact is now in your system and you can start logging activities and creating deals.

tip

You can import multiple contacts at once using a CSV file. Ask your admin about bulk import options.

Contact Cards​

Each row in the contacts list is clickable. Click on a contact to open their full profile and see:

  • Complete contact details
  • Activity history and timeline
  • Deals associated with the contact
  • Notes and next steps
  • Lead score details

Pagination​

If you have many contacts, use the pagination controls at the bottom to navigate between pages. You can also adjust how many contacts appear per page.

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Your lead scores update automatically as you interact with contacts through calls, SMS, emails, and other activities.