¶ 👥 Contacts Management
Welcome to the Contacts Management module of SysRI CRM. This comprehensive guide will help you navigate and utilize the full potential of our contact management system.
Contacts Overview
¶ 🧭 Quick Navigation
- 📊 Dashboard Overview Understanding key metrics and layout
- 📋 Contact List Viewing and managing your contacts
- 🎯 Marketing Stages Categorizing contacts in the sales funnel
- 🏢 Companies Managing associated companies
- 👤 Contact Owners Assigning and managing contact ownership
- 🔍 Filtering and Searching Finding specific contacts
- ⚡ Bulk Actions Performing actions on multiple contacts
- 💾 Data Management Importing, exporting, and maintaining data integrity
¶ 📊 Contact Overview
The Contacts Management cards provides a comprehensive view of your contact database at a glance.
¶ 📈 Key Metrics
| Metric | Description |
|---|---|
| 🔢 Total Contacts | The total number of contacts in your database (currently 100) |
| ➕ New Contacts | Contacts added in the last 30 days (currently 0) |
| 🏷️ With Marketing Stage | Contacts assigned to a marketing stage (currently 100) |
| 🆓 Unassigned Contacts | Contacts not assigned to any owner (currently 0) |
¶ 📋 Contact List
The main section of the dashboard displays a detailed list of your contacts. Key features include:
- 🔧 Customizable columns (Full Name, Email, Phone, Mobile, Marketing Stage, Marketing Status, Created_at)
- 🔄 Sortable columns for easy organization
- 🎨 Color-coded Marketing Stage indicators
- 📄 Pagination with adjustable page size
¶ 📇 Contact Details
Each contact entry includes:
- 👤 Full Name
- 📧 Email address
- ☎️ Phone number
- 📱 Mobile number
- 🏷️ Marketing Stage
- 📊 Marketing Status
- 📅 Creation date
¶ 🎯 Marketing Stages
Contacts are categorized into different marketing stages to track their progress in the sales funnel:
- 😴 Unresponsive (27 contacts)
- 🌱 Nurturing (30 contacts)
- 👀 Awareness (24 contacts)
- 🤝 Engaged (19 contacts)
¶ 🏢 Companies
The dashboard provides an overview of top companies associated with your contacts:
- 🎬 Netflix (Demo): 10 contacts
- 🍎 Apple (Demo): 12 contacts
- 🎨 Adobe (Demo): 15 contacts
- 🎵 Spotify (Demo): 8 contacts
¶ 👤 Contact Owners
Contact ownership is distributed among team members:
- 👨💼 demo_tenant1_user76: 15 contacts
- 👩💼 admin_tenant1: 19 contacts
- 👨💼 demo_tenant1_user72: 14 contacts
- 👩💼 demo_tenant1_user83: 18 contacts
¶ 🔍 Filtering and Searching
¶ 👁️ View Filters
- 📊 All Contacts
- 👤 My Contacts
- 🆓 Unassigned Contacts
- 🏢 Contacts by company
- 📝 Contacts by form submissions
¶ 🔎 Search Functionality
Use the search bar to find contacts by name or email address.
¶ ⚡ Bulk Actions
The system allows for selecting multiple contacts to perform bulk actions, improving efficiency in managing large contact lists.
¶ 💾 Data Management
¶ 📥 Importing Contacts
While not explicitly shown in the image, most CRM systems offer functionality to import contacts in bulk. This feature would typically be accessed through an "Import" button or menu option.
¶ 📤 Exporting Contacts
Similarly, an export feature is standard in CRM systems, allowing you to download your contact data for backup or analysis purposes.
¶ 🛡️ Data Integrity
Maintaining accurate and up-to-date contact information is crucial. Regularly review and update your contacts to ensure data integrity.
For more detailed information on each feature or for troubleshooting, please refer to our comprehensive documentation or contact the SysRI support team.