Leads and sales
Create and view a contact
Save someone’s details and find their record.
Before you start
You need access to Leads in operations. Search for the person before creating a record.
Step by step
- Open Leads and search by name, email, or phone.
- For a manual entry, select New contact and complete the form.
- Choose the appropriate type, source, and status. Check the email before saving.
- Save the contact and find it in the list.
- Select the row to view the record and its available calls, payments, and notes. Contacts with portal accounts are viewed in Customers.
What to check in the contact record
Use email and phone to distinguish people with similar names. Source explains how the contact arrived; status describes their current sales stage. Tags group contacts without replacing either field. Also complete any custom fields your business has made required.
Before adding someone, search using different identifiers and clear filters that might hide them. If they already have portal access, check Clients. A context note should explain the next step and what was agreed; adding a note does not schedule a call or charge for a product.
What to expect
The contact appears in the list with its associated sales context.
Troubleshooting
Clear filters if the contact does not appear. Do not create another record just because it is outside the current page of results.