Welcome to your master contact directory. This is the central hub where every lead, customer, and business relationship is stored, tracked, and managed.
Pro-Tip
Keep your database clean from day one. Always ensure you are capturing both email and phone numbers for new leads to maximize your multi-channel marketing capabilities.
1. Navigating the Contact Dashboard
The Contacts dashboard is designed for speed and visibility. From the main view, you can instantly see a contact's name, phone number, email address, and any tags associated with their profile.
Quick Search
Use the top search bar to instantly find any contact by typing their name, email, or phone number. The system filters results in real-time as you type.
Advanced Filters
Click the "More Filters" button to drill down into your database. You can filter by specific tags, pipeline stages, last activity date, or custom fields.
2. Understanding Contact Types
Every record in your CRM should be categorized to help you segment your marketing efforts effectively.
| Record Type | Definition | Best Used For |
|---|---|---|
| Lead | A prospect who has shown interest but hasn't purchased yet. | Nurture campaigns and sales outreach. |
| Customer | An individual or business that has completed a transaction. | Upsell campaigns and review requests. |