Contact Management
Adding a Contact
- Click + Add Contact from the Contacts page or Quick Actions
- Fill in the details: name, email, phone, company, job title, etc.
- Set a Status (New, Contacted, Qualified, Proposal, Negotiation, Won, Lost, Unresponsive)
- Choose a Lead Source to track where the contact came from
- Click Save
Contact Statuses
| Status | When to Use |
|---|---|
| 🔵 New | Fresh lead, not yet contacted |
| 🟣 Contacted | Initial outreach made |
| 🟢 Qualified | Confirmed as a good fit |
| 🟡 Proposal | Proposal or quote sent |
| 🟠 Negotiation | Discussing terms |
| ✅ Won | Closed successfully |
| ❌ Lost | Did not close |
| ⚪ Unresponsive | No response after multiple attempts |
Lead Sources
Track where your leads come from: Website, Referral, LinkedIn, Cold Call, Email Campaign, Trade Show, Social Media, Advertisement, Partner, and Other.
Editing a Contact
Click any contact to view their detail page, then click Edit in the top right.