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Introduction to Contacts

Contacts is the heart of your CRM where you store and manage all information about your leads, customers, and business relationships.

Overview​

The Contacts section provides a comprehensive view of your entire customer database with powerful tools for organization, segmentation, and management.

Key Features​

Contact Management​

  • Contact Profiles - Detailed records for each contact
  • Custom Fields - Add any information you need to track
  • Tags - Organize contacts with flexible labels
  • Notes & Activity - Track all interactions and history

Smart Lists​

Create dynamic lists based on:

  • Contact properties (location, source, etc.)
  • Tags and labels
  • Activity (last contacted, email opened, etc.)
  • Custom field values
  • Opportunity status

Bulk Actions​

Perform actions on multiple contacts at once:

  • Add/remove tags
  • Send bulk emails or SMS
  • Add to workflows
  • Export contacts
  • Update custom fields

Import & Export​

  • Import contacts from CSV files
  • Import from other CRMs
  • Export contacts for backup or external use

Working with Contacts​

  1. Navigate to Contacts in the left sidebar
  2. Use filters to find specific contacts
  3. Click on a contact to view their full profile
  4. Add notes, tasks, and track activity

Next Steps​