Table View
The Contacts Table provides a comprehensive view of all your contacts with sortable columns and powerful filtering.Contact Information
Each contact record includes:Contact’s full name
Email address
Phone number
Current pipeline stage (Lead, Qualified, Proposal, etc.)
Estimated deal value
Date of most recent interaction
How they found you (chat, voice, referral, etc.)
Adding Contacts
Automatic Creation
Contacts are created automatically when:- Customer provides name and contact info in chat
- Phone call is completed
- SMS conversation includes identification
- Email is received from new address
Manual Creation
Add contacts manually:1
Click 'Add Contact'
Button in the top-right of CRM view.
2
Fill Information
Enter name, email, phone, and any other details.
3
Set Pipeline Stage
Place them in the appropriate stage.
4
Save
Contact is immediately available in your CRM.
Importing Contacts
Import existing contacts from:- CSV files
- Other CRM systems
- Email contact lists
- Spreadsheets
Contact Details
Click any contact to see their detailed profile:Information Tab
- Full contact details
- Custom fields
- Tags and categories
- Creation date and source
Conversations Tab
See all interactions:- Complete conversation history
- Across all channels
- Searchable and filterable
- Linked to original conversations
Activity Timeline
Chronological view of all activities:- Conversations
- Status changes
- Notes added
- Emails sent
- Calls made
Notes and Tasks
- Internal notes (not visible to contact)
- Assigned tasks and follow-ups
- Important dates and reminders
Organizing Contacts
Tags
Apply custom tags to categorize contacts:- VIP: High-value customers
- Follow-up: Needs attention
- Interested: Showed interest
- Custom: Create your own
Custom Fields
Add custom fields for your business needs:- Industry
- Company size
- Budget
- Specific preferences
- Any data you track
Next Steps
Sales Pipeline
Move contacts through your sales process