Managing Your Contacts

Every lead that talks to your business becomes a contact. Contact management is how you keep track of everything you know about them.

Good contact data helps you: - Remember past conversations — See what was discussed before you call back - Personalize your approach — Know their name, company, and what they're interested in - Stay organized — Find anyone quickly when they reach out again - Work faster — No more scrambling to remember who someone is

SalesPartner captures information during conversations and stores it in your contact records. You can also add your own notes and details.

To see a contact's full information:

1. Open any conversation 2. Tap the contact name or settings icon at the top 3. You'll see their full contact card

The contact card shows everything SalesPartner knows: - Name and company — Who they are - Phone and email — How to reach them - Source — Where they came from (website, referral, etc.) - Interest — What they asked about - Tags — Labels you've added to categorize them - Notes — Your personal comments about this contact

From here, tap any section to view or edit details.

Keep contact info accurate by updating it when things change.

Basic Information includes: - First and last name - Company name - Email and phone - Lead source - What they're interested in

Address stores their location: - Street address - City, state, and ZIP code

Preferences tracks how they like to communicate: - Timezone (so you know when to call) - Communication preference (email, SMS, or both)

To edit any field: 1. Go to the contact card 2. Tap the section you want to change 3. Update the information 4. Changes save automatically when you tap out of the field

Notes are your private space to remember important details about a contact.

Good things to put in notes: - Details from phone calls that weren't in text messages - Personal info they mentioned (birthday, kids' names, pet's name) - Special requests or preferences - Why a deal was won or lost - Next steps you discussed

How to add notes: 1. Open the contact card 2. Tap "Notes" 3. Type your notes in the text area 4. Notes save automatically

Notes are only visible to you and your team. The contact never sees them.

Pro tip: After every call, spend 30 seconds adding notes. You'll thank yourself later when they call back in 3 months.

Tags help you categorize and find contacts quickly. Think of them as labels you stick on contacts.

Built-in tag suggestions:

*Priority tags:* - High Priority, Medium Priority, Low Priority - Urgent, Cold Lead

*Stage tags:* - New Lead, Discovery, Proposal Sent - Negotiation, Closed Won, Closed Lost

*Custom tags:* - Decision Maker, Influencer - Technical Review, Budget Approved

To add a tag: 1. Open the contact card 2. Tap "Tags" 3. Type a new tag name, or tap a suggestion 4. Press Enter or tap Add

To remove a tag: Click the X next to any tag you want to remove.

Use tags consistently across your team. "Hot Lead" means the same thing to everyone when you all use the same tag.

Keep your contact data clean with these habits:

Update info immediately — When you learn something new on a call, add it right away. Don't trust your memory.

Use consistent naming — Decide as a team: "John Smith" or "Smith, John"? Pick one format and stick with it.

Add context with tags — A tagged contact is easier to find than scrolling through hundreds of records.

Review regularly — Once a month, look through recent contacts. Fill in missing info while it's fresh.

Don't over-tag — Two or three relevant tags per contact is usually enough. Too many tags means none of them are useful.

Merge duplicates — If the same person contacted you from two different numbers, keep the better record and note the other number.

Good data now saves time later. Every minute spent organizing pays back hours when you're looking for a contact or preparing for a meeting.