Contacts: Your Central Customer List

What Contacts are

Contacts is your central list of everyone who has reached you, pulled together from every channel that captured them. Each contact carries their phone, email, business, status, tags, activity and any deals, so you have one record per person no matter how they first got in touch.

Where to find it

Open Sales and choose Contacts.

Add and organize contacts

Click Add contact to create one by hand, or let SmartlyQ add them automatically as people message you. Use the status tabs (All, Prospects, Customers, Churned), the search box, the owner picker and Filters to slice the list, and tags to group people your own way.

Open a contact

Click any row to see a quick view with their tags, email, phone and company. Press Open contact to go to the full record, where you can log activity, add notes and tasks, and move them into your pipeline.

Good to know

• Contacts are captured from every connected channel automatically, so your list stays current.
• Tags and saved filters let you build reusable segments (see the Saved Filters guide).
• Link a contact to a Company to group everyone at the same organization.