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Contacts Module

What This Is​

The Contacts module stores people your business works with. A contact can be a lead, customer, partner, or any person your team needs to follow up with.

Think of it like an address book for your CRM, but with more details, notes, tags, messages, and activity history.

When To Use It​

Use Contacts when you want to:

  • Save a new lead or customer.
  • Find a person quickly by name, email, phone, tag, or filter.
  • Update contact details when information changes.
  • Send an email or SMS to a person.
  • Send WhatsApp messages or start calls when those channels are connected.
  • Organize contacts using tags or smart lists.
  • Add notes, tasks, documents, appointments, and opportunities to a contact.
  • Import contacts from a file or export contact data.
  • Move deleted contact records to Trash and restore them when needed.

What You Can Do​

In the Contacts module, you can:

  • Create a new contact with name, email, phone, and other details.
  • View and edit existing contact information.
  • Use filters to find a specific group of contacts.
  • Use bulk actions to update many contacts at once.
  • Use bulk actions to add notes, assign tags, users, workflows, tasks, or opportunities, send messages, and run territory checks.
  • Review the contact's communication, activity, calendar, notes, tasks, and documents from the contact record.
  • Delete contacts to move them to Trash, then restore them later if needed.
Create contact modalCreate contact modal

Basic Workflow​

  1. Hover over Contacts in the header, then click Contacts in the dropdown menu.
  2. The Contacts page opens.
  3. Click Add.
  4. Enter the person's details.
  5. Save the contact.
  6. Use the contact record to track communication, notes, tags, documents, tasks, appointments, and follow-up work.

Example​

If someone asks about your franchise services, add them as a contact. Your team can then call them, send follow-up messages, add tags, and track the next step.

Notes​

  • Use the correct timezone so scheduled messages are sent at the right time.
  • Use tags to group contacts, such as New Lead, Interested, or Customer.
  • Check for duplicates before creating a new contact.
  • Messaging and calling options depend on connected services, contact channel details, do-not-disturb settings, and role permissions.
  • Bulk actions run as background jobs. Keep the browser open until Franmantra confirms that the job was queued, then follow its status notification.