Managing Your CRM Calendar

The Contacts tab is where all of your client information lives. From phone numbers and emails to notes and tags, this is the central place to manage your relationships. Keeping your contacts organized makes follow-up faster and communication easier.

Watch the Contacts Walkthrough

In this short video, you will learn how to:

• Add new contacts to the system
  
  
• Edit or update client details
  
  
• Tag contacts for better organization
  
  
• Search and filter your contact list
  

Additional Resources For Your Contacts

• Contacts Overview (Official Guide)
  
  
• Adding & Editing Contacts
  

Quick Tips for Your Contacts

1. Always enter both phone number and email for each contact when available.
   
   
2. Use tags (like “Lead,” “Client,” “Past Client”) to stay organized.
   
   
3. Keep notes updated so your team knows the latest client details.
   
   
4. Search by tag or name to quickly find specific groups of contacts.