Contacts: one list of all people

The contacts page is the single list of every person you deal with. It combines the contacts of your customers, your leads and people you added by hand. Nobody appears twice.

The five key figures

Above the list you see five cards. Each one is also a filter.

• Total contacts.
• Customer contacts, with the split into company and private.
• Leads, with how many are new this month.
• With app access, which counts people who are invited or active.
• No e-mail / phone, which shows the gaps in your data.

Select a card to filter the list. Select it again to remove the filter. Group, type and search work together with the cards, and the cards keep showing the totals. Each card compares with last month. Numbers can lag by up to a minute.

Add a person by hand

1. Select New Contact.
2. Enter first name, last name and e-mail. All three are required.
3. Pick a group or type a new one. Leave the company empty for a private person.
4. Save. No customer is needed, and the person appears under Contacts right away.

An e-mail address that already exists is refused. A lead that became a customer, or a person with the same e-mail as a customer contact, is shown only once.

Filters

Filter by Group and by type: Customer contact, Lead or Added manually. The columns Group / origin and Status / last login show where a person comes from.