Overview
The Contacts section serves as a centralized directory for storing and managing business contacts that are not currently active leads. Contacts can be linked to existing leads or converted into leads when they become sales-ready, providing a valuable repository for your business network.
Key Functionalities
Contact Management: Store and organize contact information, including names, emails, phone numbers, and addresses.
Dual View Options: View your contacts in a detailed List View or a visual Card View.
Privacy Controls: Set contacts as Public (visible to all users) or Private (visible only to you).
Lead Integration: Convert contacts to leads or link existing leads to contact records.
Activity Tracking: Log appointments, notes, emails, and documents directly against a contact record.
Bulk Export: Export your entire contact list to an Excel file.
How to Use the Contacts Feature
Accessing Contacts
From the main navigation toolbar, select CONTACTS.
Managing Your Contact List
Searching: Use the search bar to find contacts by name, email, or other details.
Sorting: Filter your contact list alphabetically by clicking on any letter or select "All" to view the complete list.
View Toggle: Switch between List View (for detailed information) and Card View (for a visual overview).
Adding a New Contact
Click the Add Contact button.
Fill in the contact's information in the form that appears.
Use the Privacy toggle to set the contact as Public or Private.
Click Add Contact to save.
Working with an Individual Contact
Click the View (eye) icon next to a contact to open their detailed record. From here, you can:
Add Appointments: Schedule and view meetings.
Add Notes: Log important details from conversations.
Send Emails: Communicate directly from the contact record.
Upload Documents: Attach relevant files.
Add Relationships: Link this contact to other contacts in the system.
Delete Contact: Remove the contact using the trash can icon (this action is typically permanent).
Integrating Contacts with Leads
Create Lead From Contact: Converts the contact into a new lead in your My Leads pipeline.
Add Lead to Contact: Links an existing lead from your system to this contact record.
Best Practices
Use Private Contacts: Set contacts as Private when the information is sensitive or should not be shared across your team.
Maintain Clean Data: Regularly update contact information and remove outdated entries to keep your list accurate.
Leverage Linking: Utilize the "Add Lead to Contact" feature to maintain a comprehensive record of interactions, even as a contact transitions in and out of the active lead pipeline.
Utilize Notes and History: Log all interactions to build a comprehensive profile for each contact over time.
Troubleshooting
The Contacts option is missing from my menu.
The Contacts feature is disabled by default. Contact your system administrator to request permissions and enable it for your user role.I cannot see a contact I know was added.
The contact may be set to Private by another user, or you may need to adjust your search/filter settings. Check that you are viewing "All" contacts and try a broader search term.