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 About 1 month 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
For each person, these are the available contact methods:
Phone Number: Direct Messages & Call (only available if you’re using SAGA from mobile),
Whatsapp, Telegram
Social Medias: Instagram, Facebook, Linkedin
Email
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
SAGA gives you complete control over how you organize and view your network. You can look at your entire contact database at once, or you can focus on a specific workflow using 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!
Pipelines are structured processes that help you track a contact's journey.
When viewing your contacts, you can choose the layout that works best for you:
Table View: This is a clean, structured list. It shows key details at a glance, such as the contact name, applied labels, membership status, and their current pipeline step. You can use Table View for your global "All Contacts" list, or you can use it inside a specific pipeline. When you use Table View inside a pipeline, it will filter your list to show only the contacts and steps relevant to that specific workflow.
Kanban (Card) View: This is a highly visual layout available exclusively within your pipelines. It organizes your contacts into columns based on their current stage, allowing you to easily drag and drop them from one step to the next.
You can easily switch between your global list and your pipelines, and toggle your preferred view, using the tools in the top header. 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
Never forget a follow-up again. From any contact page, click "Schedule Task", pick the date and time, and write a note about what you need to do. That's it!
Once saved, the task appears directly on the contact page. From there you can:
Edit it if the timing or details change
Mark it as done once you've taken action
Every task is also recorded in the contact's Activity Panel, so you always have a full history of what happened and what's coming next.
Learn how to manage all your tasks →
Activity Tab
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.
Resource Tab
This is your command centre for sending targeted materials directly to your leads.
From the Resource tab, you can instantly share three types of materials:
Scripts: Access pre-written messages to send to your prospect. To save you time, the scripts displayed here are automatically filtered to match the contact's current step in your pipeline. You can read more about getting the best out of our scripts.
Media: Send videos, PDFs, or images directly from your SAGA Library.
Info Pages: Share beautifully designed landing pages to give your leads comprehensive details about your offers. Learn more about creating Info Pages.
Because this tab works hand-in-hand with your Structured Sales Process (SSP), every media you share is fully traceable. SAGA tracks the engagement, so you will know exactly when your lead opens your content and how long they spend looking at it. This takes the guesswork out of your follow-ups.
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.
Labels also power your Dynamic Mailing Lists. When you create a Dynamic Mailing List, you choose one or more labels as the rule. Every contact with those labels is automatically added to that list, and the list updates whenever a label is added or removed from a contact. Learn more about Dynamic Mailing Lists.
💬 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