Add a contact and find it again

Contacts holds every lead and client in one list. A contact moves through stages, from Lead to Qualified to Client, and carries its value, its next follow-up and its payment schedule with it.

Steps

1. 1

   Open Contacts

   On: /contacts

   Open the Clients hub and choose Contacts.

   You should see: The Contacts list with tabs for All, Active, Leads, Clients, Inactive and Lost.

2. 2

   Start a new contact

   On: /contacts

   Press New contact.

   You should see: A form that starts with Lifecycle stage.

3. 3

   Fill in who they are

   On: /contacts

   Choose the Lifecycle stage, then type the Name. Company (optional), Email and Phone follow. Pick the Source so you know later where this lead came from.

   You should see: The name and at least one way to reach them are filled in.

4. 4

   Add the deal details

   On: /contacts

   For a lead, fill in Expected value with its Currency, and a Next follow-up date. Under Tags (optional) type a tag and press Enter. Link to projects (optional) ties the contact to existing projects.

   You should see: The value, date and tags show in the form.

5. 5

   Create

   On: /contacts

   Press Create contact.

   You should see: The contact appears in the list with its follow-up date.

6. 6

   Find contacts

   On: /contacts

   Type in Search by name, company, email…, choose a stage tab, or click a tag to filter by it. Clear tag filter removes the tag filter.

   You should see: The list narrows to matching contacts.

7. 7

   Export

   On: /contacts

   Press Export to download all matching contacts as a CSV file. It respects the stage and tag filters you have set.

   You should see: A CSV file downloads.

Tips

• Each row has Call and WhatsApp buttons when a phone number is saved.
• A contact marked Unsubscribed is on the unsubscribe list and will not receive campaigns.

Troubleshooting

"Expected value must be a positive number."

Type digits only, without a currency sign or commas.