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KnowledgeBase
Contacts & Lead Management
Manage contacts, capture leads, score prospects, and keep your database clean.
Introduction to Contacts & Lead Management
How contacts and leads work as one, what a contact record holds, and where to find it.
How to Create and Edit a Contact
Create a contact, understand each field, handle duplicates, and edit records inline.
Contact Status & Marketing Consent
Two things decide whether you can market to a contact: their overall Active/Inactive status, and their per-channel Email/WhatsApp subscription status.
Organize Contacts with Lists
Build static contact lists, add and remove members, and understand lists vs segments.
The Contact Detail Page: Timeline, Notes & Activities
The contact record: quick actions, notes, related records, timeline and ownership.
The Related Notes View (All Related Notes)
See a contact's own notes plus notes from every related record in one read-only feed, each tagged with its source.
Managing Leads: Lifecycle Stage, Lead Status & Source
How leads work as contacts — lifecycle stage, lead status, lead source, and turning a lead into a deal.
Speed-to-Lead: Response-Time Tracking & Business Hours
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.
Find & Merge Duplicate Contacts
Prevent duplicates and clean them up with deduplication, merge, and merge history.
