How to Manage Contacts

You can track your work with contacts, view your interaction history, and see the progress of work with your deals. If necessary, you can manually add new data, leave comments, or contact the client directly.

Contacts are automatically created when you add them to deals or when they go to deals automatically. You can also add them through the "Contacts" tab.

How to Add a Contact

Go to the "Contacts" section and click Add contact.

Select a team member to assign to manage this contact. Then, enter the contact’s information. In the "Messenger" field, you can insert a phone number or username in the messenger. When you click on the icon you will be redirected to a specific messenger to chat with your client.

You can also add attributes for the contact: add tags, fill in fields or create a new field.

To add a new field, click Add field. Then, enter a name and select the field type. Check if you want to make the field mandatory.

Click Add Contact.

Now the contact will be available for selection when you are creating deals.

Also, contacts in your CRM database are created automatically when creating deals.

How to View your Contact List

To view your list of contacts, go to the "Contacts" section.

This list displays all of the contacts that you created manually in the "Contacts" section, added when creating a deal, and those that were added with the automatic source of the deal.

On the page, you will see the name of the contact, their contact details, the number of deals to which the contact has been linked, tags, and contact fields.

To show or hide contact fields, click on the three dots and mark the fields.

How to Filter Contacts

You can filter your contact list that will be displayed on the screen.

To do this, go to the "Contacts" section, click "Filter," and select the necessary filter conditions.

You can filter your contacts by the following criteria:

• period of adding — specify the time period, or select the "Last ... days" option;
• team member — select one or more team members responsible for the contact;
• first name, last name, email address, and phone number — enter contact details;
• source — select the source using which the contact was added: chatbot, subscription form, landing page, Automation 360, payments, API, integration, import, or manually;
• type and link to messenger profile — specify one or more messengers, and enter a link to it;
• tag — enter the tag associated with the contact.

You can also filter your contacts by fields you created for them.

Please note: if not all contact filter fields are displayed, try clicking on "Change filter fields," and select the filters you want to display.

How to Work with Contact Information

General

Click on a contact to view and edit their information.

You can edit the contact’s first and last name and view the source and date when they were added at the top of the contact page.

Contact Information

The customer's contact information is displayed below their name. If necessary, you can change the phone number, email address, and selected messenger profile to communicate with the client.

Team Member

You can also change the team member responsible for a contact.

Read more: How to Manage Permissions.

Attributes

You can also see the contact attributes. Add contact preferences and features to personalize your communication with customers via email, SMS, and chatbots. To do this, enter or select the value you see next to the required contact attribute, or create a new one.

Read more: How to Manage Contact Attributes.

History

On the right of the "History" tab, you can add comments about the contact. You can see the history of working with the contact and participation in deals with all the comments below. You can choose to view the entire history or only the comments.

Deals

The "Deals" tab displays the list of deals associated with your selected contact.

To add a new deal for the selected contact, click +Add deal.

Enter the deal name and amount, and select the team member, deal stage, and deal type. Create new fields as needed. Click Add deal.

You can also add a deal for a contact by clicking the "Add deal" icon.

Payments

In the "Payments" tab, you can see more information on the contact's payments: payment system, amount, description, status, and date.

The selected payment system provides details on all payment statuses. For more information, we recommend contacting your payment service provider’s support team.

In the "Email" tab, you can connect the client's email address to CRM.

The "Education" tab displays the courses for which the contact has registered, course progress, and the courses they have already taken.

The "Email" and "Education" tabs are currently under development.

Calls

In the "Calls" tab, you can view the following client activity data: call date and time, duration, type (incoming, outgoing, missed), recording, and the manager who interacted with the client.

How to Add a Task

You can add a task to an existing contact card or when creating a new one. To do this, open or start creating a contact, scroll the left panel, and click + Add task.

Enter your task name, fill in all the required fields, and click Add task.

Read also: How to Create a Task and How to Work with Tasks.

Your task will appear in the contact card. It will indicate your task’s title, status, due dates, and assignee. To edit a task or view it as a card, click it.

To unlink a task, click the unlink icon next to the task name.

How to Add Files

You can attach files to a contact to share them with all its members. Click + Add File, choose a file from your account storage, or upload a new file from your device.

It does not matter if you add your files to the email service, online course builder, or website builder — they can be added to a CRM contact.

Click the meatballs icon to manage your file after it has been downloaded:

Select the Download option to download the file to your device.

Select the Show in folder option to show where the file is located in the SendPulse storage.

Select the Remove from task option to remove the file from this task but not from the SendPulse storage.

Select the Delete option to delete this file from the task and the SendPulse storage.

How to Go to the Contact Page

You can also go to the contact page to view more detailed information or edit data.

To do this, select your contact, and click on the "Contact details" icon.

On the left, you can view or edit their first and last name or contact details, connect or delete a contact, and create a new deal.

Then, you can select your new team member and view and edit contact attributes. You can also add a new field.

On the right of the "History" tab, you can add a comment about the contact and view the history of working with them. You can choose to view the entire history or only the comments.

The "Deals" tab displays the list of deals associated with the contact. You can also add a new deal here.

In the "Payments" tab, you can view more information on the contact's payments: payment system, amount, description, status, and date.

In the "Email" tab, you can connect the client's email address to CRM.

The "Education" tab displays the courses for which the contact has registered, course progress, and the courses they have already taken.

The "Email" and "Education" tabs are currently under development.

How to Reach a Client

You can reach out to the client directly from the contact card via chatbot or email.

The button "Send via chatbot" will be available if the contact is subscribed to one of your linked chatbott. Then you can click Open chat and go to the chat.

You can also send an email the contact — to do this, click Send email.

When configuring the transfer of contacts to mailing lists, you can configure automations and filter segments using variables.

You can also use triggers "Creating a deal" or "Changing deal status" to start automations.

You can also include these triggers in the conditions of autoflows and create personalized scripts — add a script branch based on whether or not a contact’s status has changed or you have created a deal.

How to Set Up Contacts

To customize your contacts, go to "Contacts" > "Settings" section.

You can select a team member assigned to automatically added contacts, and customize fields and contact tags.

How to Export Contacts

You can export contacts manually or configure automatic exports of all your CRM contacts to a mailing list for bulk or automatic email campaigns.

Learn more: «How to Export Contacts»

How to Block and Unblock an EDU Contact

You can block student contacts from the EDU section so that they cannot re-register and take your courses. Also, blocked students are not included in your pricing plan.

To block a student, open their card, and go to the "Courses" tab. Click Block. Then, confirm the action in the next window.

To unblock a student or view the list of blocked contacts, go to the “Blocked Students” tab. Also, using the filter, you can select students by certain parameters.

Find the necessary contact, and click Unblock.

To unblock a student or view the list of blocked contacts, go to the “Blocked Students” tab. Also, using the filter, you can select students by certain parameters. Click Unblock.

Last Updated: 10.01.2023