Work a contact: log calls, set the next step, promote to client

The contact page is the running record of a relationship. If every call and meeting is logged there with a next step, anyone on the team can pick the lead up and know exactly where it stands.

Steps

1. 1

   Open the contact

   On: /contacts

   Click a contact in the list.

   You should see: The contact page with Sales status, Interaction log, Conversations, Linked projects and Payment schedules.

2. 2

   Log an interaction

   On: Contact page

   In Interaction log press Log interaction. Choose the Type: Meeting, Call, Email, Note or Other. Write a Summary of what was discussed, and set When.

   You should see: The form holds your summary.

3. 3

   Set the next step

   On: Contact page

   Fill in Next step (optional), for example "Send revised proposal", and its Due date. The due date re-arms the follow-up reminder email. Press Log entry.

   You should see: The entry appears at the top of the log with "Next:" and the step.

4. 4

   Update the sales status

   On: Contact page

   In Sales status use Edit to change the source, Expected value or Next follow-up, and Change lifecycle stage to move the contact between stages.

   You should see: The panel shows the new stage, value and follow-up date.

5. 5

   Promote to client

   On: Contact page

   When the deal is won press Promote to client. Tick Create a project for them and type a Project name if they need one, then press Promote.

   You should see: The stage changes to Client. Their lead source and expected value stay attached for reporting.

6. 6

   Read the conversations

   On: Contact page

   Conversations lists the chat threads with this person. Open conversation → jumps to the thread in Messages.

   You should see: The thread opens in Messages.

Tips

• Mark a deal that will not happen as Lost instead of deleting it. It is kept for reporting and can be reopened.
• Send me a test in Sales status sends you the follow-up reminder email so you can see what it looks like.

Troubleshooting

"Owner must be a member of this workspace"

Choose the owner from the list of teammates. Someone who has not joined the workspace cannot own a contact.

"Only workspace owners or admins can create projects"

You can still change the stage to Client yourself. Creating the client's project needs a workspace owner or admin, so ask one of them for that part.