User Guide: Managing Contacts

Overview

The contact management system allows you to create, view, edit, and organize your business contacts. Each new contact costs 1 credit from your account balance.

Creating a Contact

To create a new contact:

1. Navigate to the Contacts section from the dashboard.
2. Click on the "Add Contact" button.
3. Fill in the required fields: First Name, Last Name, Email, Phone, and Status.
4. Optionally, add additional information such as Address, Company, and Job Title.
5. Add tags to categorize the contact by entering tag names and selecting colors.
6. Click "Save" to create the contact.

Note: Creating a new contact costs 1 credit.

Viewing Contacts

To view your contacts:

1. Go to the Contacts section.
2. Use the search bar to find contacts by name, email, or company.
3. Apply status filters to narrow your results.
4. Click on a contact card to view their detailed information.

Contact Details

Each contact's detail page includes:

• Basic Information: Name, Email, Phone, Company, Job Title
• Address Information: Street, City, State, Zip, Country
• Tags: Visual indicators for categorizing contacts
• Notes: Communication history and additional information
• Reminders: Scheduled follow-ups and tasks
• Projects: Associated projects where this contact is involved

Editing a Contact

To edit an existing contact:

1. Navigate to the contact's detail page.
2. Click the "Edit Contact" button.
3. Update the information as needed.
4. Click "Save" to apply the changes.

Using Tags

Tags help categorize contacts visually:

• Add tags when creating or editing a contact
• Select a color for each tag
• Use tags to quickly identify contact categories

Importing Contacts

To import multiple contacts:

1. Go to the Contacts section.
2. Click on the "Import" button.
3. Upload a CSV file with your contacts.
4. Map the CSV columns to the appropriate contact fields.
5. Complete the import process.

Note: Each imported contact costs 1 credit.

Contact Status

Contacts can have different status values to track your relationship:

• Lead: Potential customers
• Customer: Active customers
• Inactive: Former customers or paused relationships
• Custom status: Create your own status labels

Project Integration

Contacts can be linked to projects for better organization:

• Associate contacts with projects to maintain context
• View project history from contact detail pages
• Link multiple contacts to a single project
• Track work relationships across projects and contacts

To link a contact to a project:

1. Open the project you want to associate (creating projects costs 1 credit)
2. In the project's contact section, search and select contacts (linking is free)
3. The contact will appear in the project's associated contacts list
4. View all project associations from the contact's detail page

For further assistance, please contact support.