The Contacts tab holds everyone you scanned or added. Here you find them, sort them and send them on.
#Add a contact
Tap + at the top right and pick:
- Scan a Card or Badge: opens the scanner. See Paper business card scanner.
- Create Lead Manually: you type a name and a company.
- Create From LinkedIn: you paste a link to a LinkedIn profile.
#Search and filters
Type a name in the search box at the top. Tap the filter icon next to it to choose source, tags, date and sort order.
#Work with contacts
- Tap a contact to open it. Add a note or tags, or save the contact to your phone with Save to phone contacts.
- Swipe left on a contact to add a tag or delete it.
- Press and hold to select more contacts at once. At the bottom you can then add a tag, download them as CSV or delete them.
To send contacts to your CRM, tap the export icon at the top right. Read more in Connecting your CRM.
#Duplicates
If the same person is saved more than once, a notice about duplicate contacts shows above the list. Tap Merge and all details, notes and tags are kept in one contact. Nothing is merged without your OK.
#Contacts on the Free plan
On the Free plan you see your 5 newest contacts. Older contacts stay saved, but they are locked. You unlock them with the Pro plan.
#Team contacts Teams
If you are part of a team, you can switch between My leads and All team leads at the top. All team leads shows the contacts your colleagues collected.
You can also manage contacts on your computer. See Managing contacts in the dashboard.