Contacts list and contact card

Contacts holds your customers and prospects. Colleagues are not here: they stay in the Directory and Favorites. Guest Guests do not have Contacts.

#Find a contact

Contacts appear automatically when a customer messages a connected channel, and when you add one yourself.

• Type in Search contacts… to find a contact.
• Filter by Owner (All owners, a person, or Unassigned).
• Choose Hide spam, All statuses or Archived.
• Sort by Recent first, Name A–Z or Company A–Z.
• + Add field filter… filters by tags and your company's custom fields.

#Add or edit a contact

1. Select New, or select a contact in the list: its card opens as Edit contact.
2. Fill in the Name and, if you know them, the company, Job title, Email, Phone, country and city.
3. Choose a Status: Prospect, Active customer, Former customer or Spam / unsuitable.
4. Choose the Owner and add Notes. More fields shows your company's custom fields.
5. Select Create or Save.

If the person already exists, Dromix says This person is already a contact — opened the existing record.

#The contact card

The card shows the contact's details, their Activity (messages, calls, meetings and notes) and the Pipeline journey From first contact to today: the leads and deals they went through. Write in Add a note… to leave a note for the team.

#Duplicates, archive and delete

Report at the top opens the sales reports. See Sales reports.