Contacts & CRM
Manage contacts, import them, follow their timeline, notes, tasks and lead score.
- 5. Contact Management
- 5.1 View and Search Contacts
- 5.2 Add a New Contact
- 5.3 Edit a Contact
- 5.4 Delete a Contact (Soft Delete)
- 5.5 Quick Create Contact
- 5.6 Import WhatsApp Contacts
- 5.7 Contact Timeline
- 5.8 Contact Potential (Lead Scoring)
- 5.9 Batch Contact Operations
- 5.10 Contact Notes
- 5.11 Contact Reminders & Follow-up Tasks
- 5.12 Contacts Dashboard