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Managing Your Contacts and Tasks

Learn how to use your contact manager to manage, update and add contacts and tasks.

Wesley Rocha avatar
Written by Wesley Rocha
Updated over 6 years ago

Managing Your Contacts and Tasks

Accessing Leads/Contacts

  1. Go to Contacts > Manage Leads/Contacts

Quick Edit Functions

  1. Pencil & Paper icon allows you to edit most comment contact details

  2. Calendar icon with checkbox allows you to create a task

  3. Trash can icon allows you to delete a contact

View All Tasks

  1. Go to Contacts > View Tasks

  2. Click on the checkbox to mark tasks as completed

Viewing & Sorting

  1. Go to Contacts > Manage Leads/Contacts

  2. Click on Results/Page to select between 5 - 250 records per page

  3. Click on Sort By to sort by first name, last name and other options

  4. Click on Order to sort by ascending or descending

Filtering System

  1. Go to Contacts > Manage Leads/Contacts

  2. Filtering is on left hand side. If not expanded click to expand

  3. Filter by first name, last name, e-mail, category, status and even quality of contact plus more options.

Creating Custom Statuses, Categories & Tags

  1. Go to Contacts > Configuration & Settings > Lead Settings

  2. Click on Add Category or Add Tag or Add Status

  3. Delete custom created categories, tags and statuses using the trash can icon.

  4. Edit custom created categories, tags and statuses using the edit icon.

  5. Hide default or custom categories, tags and statuses by unselecting the checkbox next to them.

Accessing & Editing Individual Records

  1. Go to Contacts > Manage Leads/Contacts

  2. Click on the name of the desired contact

Left Side of Record

  1. Update contact details

  2. Add tags to record

Top Section of Record

  1. Change status & category

  2. View name, phone number & e-mail address

Right Side of Record

  1. Add Notes

  2. Add Tasks

  3. Send and view text messages sent from your CRM

  4. Upload documents

  5. View/add/remove contact from campaigns

Middle Section of Record

  1. View & add Notes/Tasks

  2. View campaign history & upcoming events

  3. View forms completed from website with LinkU

  4. View and add documents and files

  5. View social and demographic information pulled using e-mail on record.

Adding a New Contact

  1. Go to Contacts > Manage Leads/Contacts

  2. Click on blue Add Contact button towards the top right of the screen

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