Contact Management

Keep all your customer information organized and accessible.

Adding Contacts

From Your Website

Contacts are automatically added when someone:

• Fills out your contact form
• Requests a quote
• Books an appointment

Manually

1. Go to Leads
2. Click Add Contact
3. Fill in the details
4. Click Save

Contact Information

Store essential details:

Basic Info

• Name
• Email
• Phone
• Address

Business Info

• Company name
• Job title
• Industry

Custom Fields

Based on your industry, you may see:

• Job type (contractors)
• Property type (real estate)
• Event date (photographers)
• Pet name (pet services)

Editing Contacts

1. Click on a contact
2. Edit any field
3. Changes save automatically

Contact Notes

Add notes to remember important details:

• Conversation summaries
• Preferences
• Follow-up reminders

Contact History

See all interactions:

• Emails sent
• Invoices
• Website visits
• Form submissions