What is Contacts

Contacts is a list of people who have signed up on your workspace, whether or not they have made a purchase. It helps you keep track of everyone who has shown interest in your services.

For each contact, you can see:

1. Name
2. Email
3. Phone number
4. Since date (when they signed up).
   

What You Can Do

1. Use Contacts to follow up with leads, stay in touch with potential customers, or understand your workspace reach.
2. Owners, Managers and Support can see the phone number and emails of all Contacts.
   

• Related Articles

• Create a Contact

  Not every customer finds you first, sometimes, you meet them. Use Create Contact to manually add a customer or lead to your workspace so you can follow up or track engagement. Things to Keep in Mind Contact Info: You will need the contact’s first ...

• Edit Contact Details

  Since leads can be created using unverified information, you can edit their contact details if you receive updated or corrected info. Things to Keep in Mind Only Owners and Managers can edit lead contact details. You can update the name, email, and ...

• Create a Lead

  Not all leads come through your store, some come through calls, referrals, or in-person meetings. Use Create Lead to manually add and track these opportunities from your workspace. Things to Keep in Mind Linked to Contacts: Every lead must be linked ...