Contacts
Keep all your contacts in one convenient place with a dedicated page for each contact. Effortlessly manage all contact information, update details, schedule follow-ups, and more—all at your fingertips.
Last updated 22 days ago
Contact List
The Table Shows
Contact Name
Labels (color-coded so you know who’s who)
Step (where they are in your sales journey)
Membership
Creation or Last Interaction Date
Quick contact buttons (email, phone, LinkedIn)
How to Create your Contacts
Manual Creation
Click on the 'Create New Lead' button. Input the basic information, click 'Create Lead,' and that's it! your new contact is seamlessly integrated into your contact list.
Contact Import
You can create contacts in bulk by importing them, with a CSV file, or importing them from you phone or social medias (Instagram, Facebook or Linkedin). Find more details on the dedicated page.
Automatic Creation
When a contact engages with one of your Prospecting Tools, they are automatically added to your contact list, retaining all the information from their interaction.
Switch views
In the top header, you can switch between different ways of viewing your contacts:
Table View – a list-based overview of all contacts
Pipeline Views – a visual overview of your pipelines
Pipelines can include:
The default Structured Sales Process (SSP) Check out this article.
Custom pipelines you create for specific goals (events, campaigns, follow-ups). Learn more about it!
This helps you move between a detailed list view and a visual pipeline view, depending on what you want to focus on.
Sort & Filter Controls
To quickly locate a contact, utilize the filters and search bar. These tools are designed to streamline your search and make the process of finding specific contacts faster and more efficient.
Sort by: Name, Creation Date, Update, Interaction date & Most Urgent Task
Filter by:
Labels
Interest: Product or Business
Membership
Pipeline Step
Interaction: if the lead interacted with one of your prospecting tools and which one.
Source: if the lead was imported & how, or manually created
Has upcoming task, yes or no
Country
Contacts information: if it has a specific contact handle, like instagram
Export Contacts
Go to your Contacts Page and follow these steps:
Click "Export": Once your list is ready, click the "Export" button.
Review and Edit: You can review the list and decide whether to keep all contacts or delete some.
Quick Follow up
When you're ready to follow up, pick your preferred channel and send your message. It is just a click away!
Bulk Actions
Select multiple contacts at once to apply an action to all of them. Learn more in this article.
Your Contact Page
Each of your contacts has a dedicated page, ensuring you never lose track of any information or activity. Make the most out of each connection.
Your Contact Hub
Here you can view and edit all the contact information, with specific fields, multiple labels and a short description. You can also add all the contact handles.
At the bottom of the Information tab in the contact modal, you’ll find the option to delete a contact. Please note that once a contact is deleted, it cannot be recovered.
If you’d like to keep the contact accessible without actively using it, we recommend assigning it the “Lost” membership instead. You can then easily find it by clicking on “Lost” at the bottom of the main contact page.
Schedule Tasks
Within your Contact Page, you can schedule follow-ups seamlessly. Just click on the calendar button, choose the desired follow-up day, and you're all set. Additionally, in the activity panel, you'll find a record of all the follow-ups you've scheduled to stay organized and on top of your interactions.
Activity
All the actions taken by your lead are located in one place. From the Creation Date and the Source to any update you make, interaction, and interest. You can also add your own activities, to keep track of everything.
Assign Labels to Your Contacts
Add Label
Go to your Contact Page and click on "Add Label"
Choose, Create, or Edit a Label
Assign the label to your specific contact. Select the name and color of your label to make it easily recognizable at a glance.
You're Done!
Your contact is now assigned to those labels and can be easily found by filtering for labels.
💬 Need Help?
If you need assistance with importing contacts or have questions about the process:
Support Centre: Need help? Start a chat with the Fibi AI Agent in your SAGA. If they can’t help, a human team member will take over.
Book a Call: Schedule a demo with our team