Managing Your Contacts

You will be spending a lot of time on the contact form so it’s important to understand what each field is for. We have included an image below breaking down some of the fields.

The Contact's Detail page is where users can review notes, history and general contact information. We have outlined a few sections we think are important for users to learn about a.s.a.p.

carpenter is only as good as his tools and your contact list is no exception. This section outlines how to refine and filter contacts to find exactly who you are looking for, exactly when you want it. As soon as a filter chosen from the right sidebar menu, the results will be reflected in the main contacts window.

Stage
The first drop down on the left is called "Stage." This is where users can filter search results based on where a contact is in the sales process.

Status
"Status" setting allows users to quickly sort and find contacts based on their level of interest. Select the Status filter on the right menu bar shown above.

Assigned To
The "Assigned To" filter sorts contacts according to the sales person responsible for the project.

Advanced Search

Take a look at the “Show Advanced Search” link at the top of the filters area.

This advanced searching feature allows users to qualify the search results to the most relevant contacts. Tip: Combine more than one filter for the best results.

There are two different ways to delete a contact. The first way is to do it from the list view by clicking the red x.

The second way is to delete a contact from within the Contact Details page by clicking on the Action Menu and then clicking "Delete Contact."

If you accidentally create a duplicate of a contact, it’s easy to merge the information from the duplicate into the one you want to keep. Start by opening up the details page of the contact you would like to merge and then delete.

Next, you will be presented with a dialog box asking you to search for the contact you want to merge.

Once you select a person to merge, your screen should look like this:

After clicking "Merge" the contact's information will merge into the contact you selected and the former contact will be deleted. When the merge is complete you will be redirected to the contact you merged into. A merge transfers all information from the removed contact, including notes, tasks, calendar events, etc.