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Add contacts, lists and tags in CRM Contacts

Updated · 2 min read

In short

Open Contacts under CRM. Click Add Contact to add one. Click a contact to add tags and notes. New list makes a tab you can tag contacts into. Archive hides a contact without deleting it.

Contacts is your agency's list of people: customers, carriers, drivers and prospects in one place. Lists are tags, so one contact can be on more than one.

An admin can see every contact and filter by owner. A broker sees the contacts they own and those at their assigned customers. The Contacts item shows in the left menu under CRM only when an admin has ticked Contacts for that person under Feature access. See Invite your team.

Add a contact

  1. In the left menu, under CRM, click Contacts.
  2. Click Add Contact.
  3. Fill in Full name. Company (optional), Title, Email and Phone are extra.
  4. Click Save.

Type in the search box at the top to find a contact.

Lists and tags

The tabs across the top are lists: All, Customers, Carriers, Drivers, Prospects and Legacy, plus any you add. Click a tab to show only those contacts.

To add a list of your own:

  1. Click New list.
  2. Type a List name, such as VIP.
  3. Click Add list. It shows up as a tab and as a tag you can apply to any contact.

To tag a contact:

  1. Click the contact's row. A panel opens.
  2. Under Tags, type in Add a tag… and press Enter, or click a list button such as + VIP.
  3. Click Save changes.

To remove a tag, click the small x on it, then Save changes.

Notes, archive and restore

  • Under Notes, type a note, then click Save changes.
  • Click Archive to hide a contact. Nothing is deleted. Archived contacts stay out of the lists.
  • To see them again, click Show archived at the right of the tabs, open the contact and click Unarchive.

Emailing a list

Customers are never included in a bulk email, and the Customers and Legacy tabs have no Email List button. On other tabs, Email List shows the number of contacts who will get it. Contacts with no email address or who unsubscribed are skipped.

Frequently asked questions

Can I delete a contact?

No. You archive it, and it can be restored.

Why can't I see Contacts in my menu?

An admin has to tick Contacts under Feature access for you.