Managing Contacts
Adding, organizing, and searching your contact database.
Managing Contacts.
Adding a Contact.
- Click Contacts in the sidebar.
- Click New Contact.
- Enter: name, email, phone, company, role.
- Add tags for segmentation (investor, agent, lender, etc).
- Save.
Searching and Filtering.
- Use the search bar to find by name, email, or company.
- Filter by tag, deal stage, or last-contact date.
- Sort by most recent activity or alphabetical.
Contact Detail View.
Click any contact to see: full profile, deal history, notes timeline, upcoming tasks, and AI-generated relationship insights.
Best Practice.
Log every interaction. The more data in the system, the smarter the AI insights become. A CRM only works if you use it consistently.