📌 What Are Contacts?
In TalleFlow, contacts include everyone you interact with:
Clients
Leads & prospects
Collaborators
Vendors
Partners
Each contact holds detailed info, documents, social links, and communication history—so everything is right where you need it.
➕ Adding a New Contact
Step-by-Step:
Navigate to Contacts in the main menu
Click Add Contact
Complete the contact form across these tabs:
🗂️ Details Tab
First Name (required)
Last Name (required)
Email (required)
Phone number
Status (Active, Prospect, Inactive, or custom)
Groups – Assign to one or more contact groups
Last Contact & Date Created fields (auto-captured)
🏢 Business Tab
Business name
Industry
Specialties (comma-separated)
Date business was founded
📍 Address Tab
Full address: street, city, state, zip, country
🌐 Social Tab
Social profile links:
Blog, Facebook, Instagram, TikTok, LinkedIn, YouTube, X (Twitter), and more
📝 Notes Tab
Notes are available after the contact is created
Perfect for call summaries, preferences, or quick reminders
🧠 Contact Groups: Organize & Segment
TalleFlow lets you organize your contacts into Groups, so you can easily:
Segment your audience for email marketing
Send newsletters or promos to specific lists
Filter contacts by relationship or service type (e.g., “VIP Clients,” “Leads,” “Photographers”)
How Groups Work:
A contact can belong to multiple groups
Create and manage groups from the Contacts > Groups tab
Filter your contact list by group
Use Groups in Email Campaigns to send targeted mass emails
How to Add Contacts to a Group
Go to the Contacts tab
Select the checkbox next to the contact(s) you want to group
Once selected, a new button will appear → “Add to Group”
Choose an existing group or create a new one
Done! The contact is now assigned to the selected group(s)
💡 You can assign a contact to multiple groups.
💡 Example: Create a “Brand Design Leads” group to send a tailored proposal offer to everyone in that segment.
👤 Viewing a Contact’s Profile
Clicking on any contact in your list takes you to their full profile — a centralized workspace that shows everything related to that person or business.
From here, you can:
Send an email directly from the profile (including file attachments)
View active projects the contact is part of
Access all documents tied to the contact — proposals, contracts, invoices, and forms
See payment history, invoices, and financial activity
Add private notes for meetings, preferences, or reminders
It’s the easiest way to get a complete picture of your relationship with a client, lead, or partner — all in one place.
📥 Importing Contacts
Already have a list? Bring it in.
Upload a CSV file
Map your columns to TalleFlow fields
TalleFlow will detect duplicates automatically
Use bulk updates to manage contacts faster
📧 Contact Communication Features
Send emails directly from a contact’s profile
View full communication history
Share documents, contracts, or forms securely
Add internal notes and reminders
📊 Contact Views & Search
List View – Table format with customizable columns
Group View – Organize contacts by tags or group
Search – Find by name, company, email
Filters – Filter by group, status, or creation date
Export – Export filtered contacts for offline use
💡 Contact Management Tips
Complete profiles: The more info, the more useful your CRM
Use Groups wisely: Tailor your marketing with targeted lists
Keep statuses updated: Know who’s active, who’s cold
Document interactions: Use notes to track key conversations
Use profile photos: Makes contact browsing more visual
Want to send an email to a contact group?
👉 Check out: [Using Contact Groups in Email Marketing]
Need to bring in your old client list?
👉 Go to: [Importing Contacts with CSV]