Contacts

The Contacts section is your central CRM workspace for managing leads and customers. It allows teams to create, track, and organize contact records across the entire sales process.

Leads

The Leads tab lists all prospects that have entered your system. You can:

  • Search and filter by name, email, phone, lead source, or assigned user.

  • View leads by Active or Inactive status.

  • Click Add Lead to create a new record.

When creating a lead, fill in:

  • Lead Source

  • Assigned User

  • Name, Email, Phone

  • Address, City, State/Region, ZIP, Country

  • External ID (optional)

Customers

The Customers tab shows converted leads and existing clients. You can:

  • Filter by lead source, assigned user, or status (Active or Churned).

  • Add new customers manually with Add Customer.

  • View customer details like email, phone, and assigned user.

Best Use Cases

  • Manage your full contact lifecycle from lead to customer.

  • Assign ownership and track follow-up responsibility.

  • Keep customer information centralized and consistent across campaigns.

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