Navigating and Managing Your Contacts

1. How do I access the Contacts section?

• Click on Contacts in the main left-hand navigation menu.

  

2. What information can I see on the main Contacts list?

• The main list displays your contacts with sortable columns, typically including:

  • Name

  • Email

  • Agent (if assigned)

  • Products (associated with the contact)

  • Phone

  • Company

  • Created (date added)

  • Status (e.g., Client, Lead)

  • Actions (e.g., Delete)

3. How can I find specific contacts?

• Use the Search bar located above the contact list. You can search by name, email, phone, company, or product.

  

4. How do I add contacts?

• Individually:

  • Click the + Add contact button in the top right corner.

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  • Fill in the contact's details (First Name, Last Name, Email, Phone, Status, Company, Address, etc.) in the pop-up form.

  • Click Save.

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• Bulk Upload:

  • Click the Bulk upload button next to the search bar.

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5. Can I export my contacts?

• Yes, click the Export to CSV button located near the top right. This will download a file containing your contact data.

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6. What does an individual contact's profile page look like?

• Clicking on a contact's name in the list takes you to their detailed profile page.

• Left Sidebar: Contains the contact's core information (Full Name, Status, Email, Telephone, Company, Website, Source, Agent, Address, Tags, and any Custom Fields).

• Top Button: You will see a button with the words: Create Snapshot Report

• Main Content Area (Tabs): The main area uses tabs to organize related information and actions:

  • Products: Shows products/services associated with the contact.

  • Conversations: View email and SMS history with the contact, and send new messages.

  • Payment Sources: Manage saved payment methods for the contact.

  • Vendor Quotes: (Functionality specific to your setup).

  • Reports: (Functionality specific to your setup).

  • Bookings: View upcoming and past appointments for this contact.

  • Notes: Add and view internal notes about the contact.

  • Payments: See invoices created specifically for this contact and create new ones.

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7. How do I edit a contact's details?

• Go to the individual contact's profile page.

• In the left sidebar containing their details, click the pencil icon located next to the contact's name at the top.

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• The fields in the sidebar will become editable. Make your changes.

• Scroll down to the bottom of the sidebar and click the Save button.

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