Contact Management

Crm & Contacts

Contact Management

The Contacts section is the heart of Lead Fuel CRM. Every lead, customer, and prospect is stored here as a contact record. This guide covers how to view, organize, and manage your contacts effectively.

Viewing Your Contacts

Navigate to Contacts from the left sidebar to see your full contact database. The default view shows contacts in a list format with key information visible at a glance.

• Contact Name: First and last name of the contact.
• Email: Primary email address.
• Phone: Primary phone number.
• Tags: Labels assigned to organize and segment contacts.
• Source: How the contact entered your system (form submission, import, manual, etc.).
• Date Added: When the contact was created in your account.

Contact Profile

Click on any contact to view their full profile. The contact profile page includes all their information and a complete activity timeline showing every interaction.

• General Info: Name, email, phone, address, and any custom fields you have created.
• Activity Timeline: A chronological log of all emails, calls, texts, form submissions, page visits, and notes.
• Conversations: All messaging threads with this contact across every channel.
• Opportunities: Any deals associated with this contact in your sales pipelines.
• Appointments: Past and upcoming scheduled meetings or calls.
• Tasks: To-do items assigned to team members related to this contact.
• Notes: Internal notes added by your team for reference.

Creating a Contact Manually

Tip: Use the search bar at the top of the Contacts page to quickly find any contact by name, email, phone number, or tag.

Need more help? Contact Lead Fuel CRM support for personalized assistance.