Add Contact

Effortlessly add new leads to your database and streamline your sales process with our intuitive lead management system.​

How to Add a Contact​

1. Manual Add

• Log in as a Client.

• Click Contacts > Add Contact.

• Enter Name and Phone Number (e.g., John Doe, +14158516395).

• Click “Add,” and it will save.​

2. Bulk Import

• Go to Contacts > tap (⋮) right top> Import/Export (Right-side Top).

• Upload a CSV File with columns like Name and Phone.

• Match fields and click Import.

3. Webhook Integration

• Create a Webhook under Contacts > Webhooks (Right-side Top).

• Copy the webhook URL and add it to your website or ad platform.

• Map fields to sync data in real-time.

• Example: Use for auto-capturing leads from Google Ads.

How to Update a Contact​

1. One-by-One Update

• Open Lead: Click Contact Name (e.g., John Doe) to access the contact.

• Update Fields: Edit fields like email, phone number, or status 

• Example: Change status from “New” → “Qualified”.​

2. Mass Update

• Select Contacts: Enable the checkboxes next to multiple contacts

• Apply Updates: Click the Update button (top-right corner).

• Choose Fields: Add or edit details like tags or move contacts to a specific list 

• Example: Change tags from Followup -> Interested

• Example: Move leads to a specific list as _Normal Clients to VIP Clients.

How to Filter or Search a Contact​

1. Types of Filters

• Lists: Organize contacts into categories (e.g., Premium Clients, New).

• Tags: Use labels like Interested, Follow-Up Needed.

• Status: Filter by lead status (e.g., Qualified, Pending).​

2. Steps to Filter or Search

• Open the Dropdown: Click the Contacts section and access the filter dropdown.

• Select Filter Type: Choose Lists, Tags, or Status to refine your search.

• Example: Select the New Prospects list or the Interested tag.

• View Results: Leads matching your criteria will be displayed.