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Contacts Tab overview
Contacts Tab overview
C
Written by Chris
Updated over 3 years ago

If you want to have an address book of some kind, with Converdy you have a chance!

As soon as a form is submitted, the contact details will go to β€˜Contacts’. You can also add your contacts manually.

Once inside the Contacts tab, you will see a dashboard with contact details automatically added from your Forms. πŸ‘‡

There are a few options available in the Contacts tab

πŸ‘‰ Type- Customer, Lead or Affiliate

πŸ‘‰ Funnel- Choose a specific funnel, or choose for a complete overview

πŸ‘‰+Contact- add a new contact to your system.

Click on the wanted contact to add extra information or update their information.

You can also add some notes next to your contact πŸ‘‡

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