Contacts & Lead Management

How contacts and leads work as one, what a contact record holds, and where to find it.

Create a contact, understand each field, handle duplicates, and edit records inline.

Two things decide whether you can market to a contact: their overall Active/Inactive status, and their per-channel Email/WhatsApp subscription status.

Build static contact lists, add and remove members, and understand lists vs segments.

The contact record: quick actions, notes, related records, timeline and ownership.

See a contact's own notes plus notes from every related record in one read-only feed, each tagged with its source.

How leads work as contacts — lifecycle stage, lead status, lead source, and turning a lead into a deal.

Measure how fast your team first responds to new leads, set an SLA target, and choose whether the clock runs 24×7 or only during business hours.

Prevent duplicates and clean them up with deduplication, merge, and merge history.