Contact Management

Creating Contacts

AchieveApex provides multiple ways to create contacts in your CRM. This section covers the manual creation of individual contacts.

Creating a Single Contact

To create a new contact manually:

1. Navigate to the Contacts page in your AchieveApex dashboard
2. Click the "Add Contact" button in the top-left corner
3. Fill in the contact information in the form that appears
4. Click "Save" to create the contact

Required and Optional Fields

When creating a contact, the following fields are available:

• First Name (Required): The contact's first name
• Last Name (Required): The contact's last name
• Email (Optional but recommended): The contact's email address
• Phone (Optional but recommended): The contact's phone number with country code
• Company (Optional): The company the contact works for
• Owner (Optional): The team member responsible for this contact
• Tags (Optional): Labels to categorize and filter contacts
• Custom Fields (Optional): Additional fields specific to your organization

Viewing and Managing Contacts

Once you've created contacts, you can view and manage them from the Contacts page. This section explains how to navigate the contacts list and use filters to find specific contacts.

Contacts List View

The Contacts page displays a list of all your contacts with key information in columns. By default, you'll see contact names, email addresses, phone numbers, and other important details.

Customizing the Contact List View

You can customize the Contacts list view to show the information most relevant to you:

1. Click the settings icon (⚙️) in the top-right corner of the Contacts list
2. In the dropdown menu, select or deselect columns to show or hide
3. The view will update immediately to reflect your changes

Using Contact Views

Contact Views allow you to save specific configurations of filters and columns for quick access. To create a custom view:

1. Click the "View" dropdown (displays "All Contacts" by default)
2. Click "Create New View"
3. Name your view and set up filters as needed
4. Click "Save" to store the view

You can switch between views by selecting them from the "View" dropdown.

Contact Details Page

To view detailed information about a contact, click on their name in the Contacts list. This will open the Contact Details page, which provides comprehensive information and interaction history for the contact.

Contact Information Sidebar

The sidebar on the Contact Details page shows all the contact's information, including:

• Basic contact details (name, email, phone)
• Tags assigned to the contact
• Custom fields and their values
• Associated company (if any)
• Deals and opportunities
• Support tickets related to the contact

Interaction Timeline

The main section of the Contact Details page shows an interaction timeline, which includes:

• Conversations across all connected channels (WhatsApp, email, etc.)
• Notes added by team members
• Activities like calls, meetings, and tasks
• Deal updates and milestones

Editing Contact Information

To update a contact's information:

1. Navigate to the Contact Details page by clicking on their name in the Contacts list
2. Click the "Edit" button near the contact's name
3. Update the relevant information in the form that appears
4. Click "Save" to apply your changes

Adding and Managing Tags

Tags help you categorize and segment your contacts. To add tags to a contact:

1. Open the Contact Details page
2. Find the Tags section in the sidebar
3. Click "Add Tag" or the "+" icon
4. Select existing tags or create new ones
5. Click "Save" to apply the tags

Custom Fields

Custom fields allow you to store additional information specific to your business needs. To add or edit custom field values:

1. Open the Contact Details page
2. Find the Custom Fields section in the sidebar
3. Click "Edit" to modify existing values or add new ones
4. Update the fields as needed
5. Click "Save" to apply your changes

Managing Contact Ownership

Assigning ownership of contacts to specific team members helps with accountability and workflow management. To change a contact's owner:

1. Open the Contact Details page
2. Click on the current owner's name near the top of the page
3. Select a new owner from the dropdown menu
4. The change is applied automatically

Bulk Assigning Owners

To assign multiple contacts to an owner at once:

1. Go to the Contacts list view
2. Select multiple contacts by checking the boxes next to their names
3. Click "Bulk Actions" in the top menu
4. Select "Change Owner" from the dropdown
5. Choose the new owner and confirm

Deleting Contacts

To delete a contact:

1. Navigate to the Contact Details page
2. Click the menu (⋯) in the top-right corner
3. Select "Delete Contact" from the dropdown
4. Confirm the deletion when prompted

Note: Deleting a contact will remove all associated data, including conversation history. This action cannot be undone, so use it with caution.

Next Steps

Now that you understand how to create and manage individual contacts, you might want to learn about:

• Importing and exporting contacts in bulk
• Creating contact segments for targeted communications
• Connecting contacts with communication channels like WhatsApp and Instagram