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Mastering the Contact Manager: A Guide to Organizing and Managing Your Leads, Prospects, and Customers
Mastering the Contact Manager: A Guide to Organizing and Managing Your Leads, Prospects, and Customers

Learn to use the Contact Manager to organize & manage leads and customers. Create profiles, segment into groups, add notes and tasks.

Chloe Helton avatar
Written by Chloe Helton
Updated over a week ago

The Contact Manager is a powerful tool that allows you to organize and manage your leads, prospects, and customers. With the Contact Manager, you can:

Create and edit profiles for individual contacts: The Contact Manager allows you to create and edit profiles for each of your contacts, including their name, email, phone, address, and any other relevant information.

View and update contact information: You can view and update all of the contact information for each of your contacts, including their email, phone, address, and any custom fields you've created.

Add custom fields: The Contact Manager allows you to add custom fields to track any additional information you want to keep track of for your contacts. This can be useful for tracking things like industry, job title, company size, or any other data that's important to your business.

Segment your contacts into groups or lists: You can segment your contacts into groups or lists based on any criteria you choose, such as location, industry, or stage in the sales process. This can be useful for targeting your outreach and for organizing your contacts in a way that makes sense for your business.

View and update the status of your contacts: You can view and update the status of each of your contacts (e.g. lead, prospect, customer) to help you keep track of where each contact is in your sales process.

Add notes and tasks: You can add notes and tasks to each of your contacts to keep track of your interactions with them and to help you stay organized and efficient.

View and update the history of your interactions: The Contact Manager allows you to view and update the history of your interactions with each of your contacts, including calls, emails, and appointments. This can be useful for tracking the progress of your sales efforts and for keeping track of what you've discussed with each contact.

Click to call, text, or email: Inside the list view of the Contact Manager, you can click to call, text, or email each of your contacts directly from the platform. This can be a convenient way to reach out to your contacts and stay in touch with them.

Using the Contact Manager can help you stay organized and efficient while building relationships with your prospects and customers. It allows you to keep track of all of your interactions with each contact, including calls, emails, and meetings, and to stay up to date on their status and any notes or tasks you've added.

To use the Contact Manager, simply click on the Contact Manager tab on the Navigation menu. From here, you can import and export contacts, view and edit your contacts, create and manage groups, add notes and tasks, and more. You can also use the search and advanced function to find specific contacts or groups of contacts.

The Contact Manager is an essential part of your sales and marketing efforts, helping you stay organized and efficient while building relationships with your prospects and customers. Take advantage of this powerful tool to help you grow your business.

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