Sales · Contacts
Contacts and companies
The contact page, a person's channels, owner, tags, custom fields, language, companies and merging duplicates.
A contact is a person
A contact appears by itself as soon as someone writes to a connected channel, or you add one: Contacts → Contacts → New contact. One person may write from Telegram, WhatsApp and Viber: that is one contact with several channels, listed on the Channels tab.
The page holds the first and last name, display name, phone, email, company, owner, tags, language and custom fields. Below are tabs with deals, tasks, letters and visits (when those modules are on), and beside it the timeline with comments and the history of changes.
Owner and visibility
The owner is whoever looks after the contact. A contact without an owner is visible to everyone who works with contacts. A staff member without permission to see all contacts and companies sees their own and unowned ones. The Mine filter shows only yours.
Tags
Tags are quick labels: "VIP", "Wholesale", "From ads". Create them in Contacts → Tags (a name and a colour) and set them on the contact page, from a funnel with Add tag, or by a site entry. Tags filter the contact list and pick broadcast recipients.
Custom fields
Settings → Fields → New field. Choose what the field is for: contacts, companies, deals or tasks. The key is Latin (city, birthday): funnels, imports and the API find the field by it. The key cannot change after creation.
| Type | Example |
|---|---|
| Text | City, a manager's note |
| Number | Number of orders |
| Yes / no | Agreed to messages |
| Date | Birthday |
| Choice from a list | Source: site, ads, referral, with a colour per option |
| Several from a list | Interests |
| Staff member | Who consulted them |
A deleted field disappears from forms, but the values in records stay. Choice fields can group the deals board.
Companies
Contacts → Companies: name, company code, phone, email, website, address, notes, owner and custom fields. A contact belongs to one company; the company's Contacts tab lists all its people.
Merging duplicates
If one person was recorded twice (first from the site, then from Telegram, say), open one of the contacts and click Merge. The other contact's channels, tags, fields and conversations move here, and it disappears from the list.