Contacts

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Objective

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

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Access

Sidebar -> Contacts Path: /app//contacts

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Roles

• owner, admin, agent

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Create contact (Add Contact)

Step by step:

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

Fields:

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Edit contact

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

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Archive contact

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

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Search contacts

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

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Good practices

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

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Screenshot