Contacts

Documentation Index

Fetch the complete documentation index at: https://docs.buildingyourdreamstech.com/llms.txt

Use this file to discover all available pages before exploring further.

​

Objective

Manage contacts and leads so that agents can consult and update them.

​

Access

Sidebar -> Contacts Path: /app//contacts

​

Roles

• owner, admin, agent

​

Create contact (Add Contact)

Step by step:

1. Press Add Contact.
2. Complete the form.
3. Press Create Contact.

Fields:

​

Edit contact

1. In the list, open the menu (three dots).
2. Press Edit.
3. Adjust fields and press Save Changes.

​

Archive contact

1. In the list, open the menu.
2. Press Archive.
3. Confirm.

​

Search contacts

• Use the search engine by name, email, phone or company.

​

Good practices

• Maintain updated status (lead, active, customer).
• Complete Phone and Email for quick contact.

​

Screenshot