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Contact Management

Organize and manage your contacts effectively

5 min read

# Contact Management


Keep all your customer information organized and accessible.


Adding Contacts


From Your Website

Contacts are automatically added when someone:

  • Fills out your contact form
  • Requests a quote
  • Books an appointment

    • Manually

  • Go to Leads
  • Click Add Contact
  • Fill in the details
  • Click Save

    • Contact Information


    Store essential details:


    Basic Info

  • Name
  • Email
  • Phone
  • Address

    • Business Info

  • Company name
  • Job title
  • Industry

    • Custom Fields

    Based on your industry, you may see:

  • Job type (contractors)
  • Property type (real estate)
  • Event date (photographers)
  • Pet name (pet services)

    • Editing Contacts


  • Click on a contact
  • Edit any field
  • Changes save automatically

    • Contact Notes


    Add notes to remember important details:

  • Conversation summaries
  • Preferences
  • Follow-up reminders

    • Contact History


    See all interactions:

  • Emails sent
  • Invoices
  • Website visits
  • Form submissions

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