The record every conversation writes into
Lead stages, the seventeen attribute types, filters, bulk edit, import and export — and the three states people most often conflate.
15 tutorials in this section
Tutorials in Contacts & CRM
The contact record
Fields, timeline and panels — the thing every conversation, call and campaign writes into, and the reason nothing needs syncing.
ReadCall outcome, lead stage and queue state are three different things
Most CRMs have one status field doing three jobs. That is where reporting goes to die.
ReadLead stages, and which ones are terminal
Six stages take a contact out of the calling list. Knowing which six is the difference between a clean pipeline and a mystery.
ReadCreate a contact quickly
A record-style sheet with one field per row and every attribute directly typeable. Tick Create another and the sheet stays open.
ReadDefine your contact schema: the seventeen attribute types
An admin defines what a contact is, in one editor. Everything downstream reads that schema — the record, the grid, the create sheet and the export.
ReadMake an attribute required or admin-only
Two settings that decide whether data gets captured at all, and who is allowed to see it.
ReadStandard versus custom attributes
What you can change about the fields that shipped with the product, and what you deliberately cannot.
ReadDelete a custom attribute safely
A two-step confirm that tells you how many contacts lose the value. Read the number before you agree with it.
ReadBuild an advanced filter
The same builder used for saved views, exports and campaign audiences. Learn it once and it pays off in four places.
ReadSave a view and share it
A filter you named. It keeps the definition, not the result, so it is right every time you open it.
ReadBulk edit contacts
Change many records at once. Fast, useful, and the easiest way in the product to make a large mistake.
ReadImport contacts from a spreadsheet
The fastest way to fill a workspace, and the fastest way to fill it with duplicates and undialable numbers. Ten minutes of preparation prevents both.
ReadExport contacts to Excel
Always an Excel workbook. Scope it to everything, the current segment, or a custom rule set — and optionally add a second sheet of activity history.
ReadChoose the columns in the contact grid
The column picker is built from your schema, so the grid can show anything a contact holds.
ReadRead the audit trail on a contact
Stage and assignee changes are entries on the activity feed, not silent edits. You can always see who moved what, and when.
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