CONTACTS MANAGEMENT & ORGANIZATION

WHAT IS A CONTACT

A contact is any person in your system — lead, prospect, or client.

Each contact stores:

• Name, phone, email

• Communication history (calls, SMS, emails)

• Notes, tags, and activity

👉 This is your central record for every person you interact with

WHY CONTACTS MATTER

Contacts are the foundation of your entire system.

They allow you to:

• 👀 Track all leads and clients in one place

• 💬 See full conversation history

• ⚙️ Automate follow-ups and campaigns

• 🎯 Segment and target the right audience

👉 Without clean contact management, everything else (pipelines, automation, reporting) breaks.

PART 1: CREATE CONTACTS

OPTION 1: Manual Creation

1. Go to Contacts

2. Click + Add Contact

3. Enter:

   • Name

   • Phone

   • Email

4. Click Save

OPTION 2: Automatic Creation

Contacts are automatically created when:

• Someone fills out a form

• Someone messages or calls

• A lead is captured from ads

👉 This ensures no lead is missed

PART 2: IMPORT CONTACTS (BULK UPLOAD)

Steps:

1. Go to Contacts

2. Click Import

3. Upload your file (CSV)

4. Map fields (name, email, phone, etc.)

5. Start import

PART 3: MANAGE CONTACTS

When you open a contact, you’ll see:

• 📞 Conversations (calls, SMS, email)

• 📝 Notes & activities

• 🏷️ Tags

• ⚙️ Actions (assign, update, add to workflow)

PART 4: TAGGING & ORGANIZATION

What are Tags?

Tags are labels used to organize contacts.

Examples:

• New Lead

• Hot Lead

• Seller

• Buyer

How to Add Tags:

• Manually inside contact

• Automatically via workflows

🎯 WHY TAGS MATTER

Tags help you:

• Segment your audience

• Send targeted messages

• Trigger automations

👉 Without tags, your system becomes messy and hard to scale

FREQUENTLY ASKED QUESTIONS

1. Can contacts be created automatically?

Yes — from forms, calls, messages, and integrations.

2. Can I edit contact details later?

Yes — all fields can be updated anytime.

3. What happens if I import duplicate contacts?

Duplicates may be created — always clean your list before importing.

4. Why are tags important?

They help organize contacts and trigger automations.

5. Where should I manage conversations?

Inside the contact’s detail page — this is your main workspace.

Still have questions? Join the weekly CRM support call or reach out through your REI Pulse support channel.