Contacts & Pipeline Management
Organize your contacts, track opportunities, and manage your sales pipeline
Contact Management Guide
Watch the overview and click each step for detailed instructions
Step 1 of 5
1
View All Contacts
Access your contact list
Click Contacts in the left sidebar to see all your contacts. You can:
1Search: Use the search bar to find contacts by name, email, or phone
2Filter: Use filters to show specific tags, sources, or pipeline stages
3Sort: Sort by date added, name, or last activity
Quick Tips
1
Use Smart Lists to save frequently used filters for quick access.
2
Set up duplicate detection in Settings to prevent duplicate contacts.
3
Use Custom Fields to track industry-specific information.