Contacts Section

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.

Navigate to your Contact Page 

New2
Device frame
New
Device frame

How to Create your Contacts

  • Img1
  • Import
  • Automatic

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.

  • Group 427319634

    Keep it organized

    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.

  • Group 427319622

    Your Contact Hub

    Here you can view and edit all the contact information as well as doing a quick follow up. 

  • Group 427319631

    Don't lose track of anything

    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. 

  • Group 427319637

    Note it up

    Keep all your notes in one place. You will find them into the activity panel as well so that you can relate them to other actions interesting the same lead. 

  • Group 427319635

    Interaction, Mailing List and More

    • See when and with which of your Prospecting tools your contact has engaged. 
    • Add him to one of your Mailing List 
    • See the general information to never lose a detail. 

Use Filters to Find your Contacts

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.

  • Filters

  • N1
    Search Bar

    Search by Name, Mobile Number or Email.

  • N2
    Primary Filters

    Filter by Membership, Interest, Label, Date cCreated, Interaction or Source. 

  • N3
    Secondary Filters

    Sort by Targeted Membership.

Export Contacts

Go to your Contacts Page and follow these steps:

  1. Click "Export": Once your list is ready, click the "Export" button.
  2. Review and Edit: You can review the list and decide whether to keep all contacts or delete some.
Export

Assign Labels to Your Contacts

  • 1

    Add Label

    Go to your Contact Page and click on "Add Label" 

    1
  • 2

    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.

    Group 26087704
  • 3

    You're Done!

    Your contact is now assigned to that specific label and can be easily found by filtering for labels.

    Contacts table
Emoji icon 1f917.svg

Quick Follow up

When you're ready to follow up, pick your preferred channel and send your message. 

It is just a click away!

Contacts table

Kanban View

The Kanban View is a powerful tool designed to help you efficiently track, manage, and move leads through the Structured Sales Process (SSP). Whether you prefer automated transitions or manual control over lead movement, this view gives you a clear, organized way to follow your progress and ensure no lead is left behind.

Group 427319556
!!

Remember, you can only connect with your contacts through the channels you have registered for each. For example, if you haven't added an email, you won't be able to send emails to that contact. 

Ensure your registered channels align with your communication preferences.

Get in Touch

Our excellent customer support team is ready to help.