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Contacts and pipelines

Find and update contacts, and move them through the stages of your pipelines.

  1. 1 Contacts Find customers in your contacts list, filter and arrange the list, add a contact, see what happens when a phone or email is already in use, and act on several contacts at once.
  2. 2 Contact details Everything about one contact on a single page. Edit their details, move their stage and set reminders, and see their applications, files, activity and conversations.
  3. 3 Pipelines See your contacts and applications by stage on a board, move them along as they progress, and set up your pipelines' stages, colours and fields.
  4. 4 Duplicate review Check pairs of contacts that might be the same person, then merge them into one record or keep them apart.