Getting startedMobile appWeb cardDashboardTeam adminSwopi AICRM integrationsAccount and billing

The Contacts page

Where to find all your leads, how to search them, open a lead and add new ones.

The Contacts page keeps all your leads in one place: from your card, from scans in the app, from imports and the ones you add by hand.

#Find your way around

  1. Open dash.swopi.co and click Contacts in the menu.
  2. At the top you find the search box Search by name, e-mail or company… and the Filters button.
  3. Use the date list to show only the Last 7 days, Last 30 days, Last 90 days or Last year. All shows everything.
  4. The Refresh button loads leads that just came in.
  5. Click anywhere in a row to open the lead.

The default columns are Company, E-mail, Job title, Export, Phone, Contact type and Date. You can add more with the Columns button, see Columns, editing and filters.

The Contacts page: every lead in one table with company, email, job title, CRM export status and date.
The Contacts page: every lead in one table with company, email, job title, CRM export status and date.

#Lead detail

The lead opens on the right, and the table stays visible.

  • At the top are quick actions: Email, Call and LinkedIn. Next to them is Follow-up, see AI follow-up emails, and Sync to send the lead to your CRM, see Exporting contacts.
  • Below them you find the note (Add a note…) and tags. Type a tag in Add tag and press Enter.
  • Then come the Lead info and Company info sections. Click an empty field to fill it in.
  • Use the arrows in the top bar, or the up and down arrow keys, to move to the previous or next contact.

The ⋮ menu on each row also has Save to phone (vCard) and Delete contact.

Lead detail: quick actions, note, tags and CRM Insights from your connected CRM.
Lead detail: quick actions, note, tags and CRM Insights from your connected CRM.

#Add leads From Pro

Click Add leads and pick one:

  • Create manually: enter a name and company.
  • Create from LinkedIn: paste a profile link.
  • Import from CSV / Excel: upload many leads at once. Import is part of the Digital Business Cards team plan.

With the Event Intelligence plan, Swopi AI finds the rest of the profile, see Lead enrichment.

Add leads: create a lead by hand, from a LinkedIn profile or import a CSV or Excel file.
Add leads: create a lead by hand, from a LinkedIn profile or import a CSV or Excel file.

#Free plan

On the Free plan you see your 5 newest contacts. Below them are a few locked rows with blurred data and the Upgrade to view all contacts button. The Pro plan unlocks the full list, see Plans.

#Who sees which contacts

A team member sees their own leads. Admins and managers see the leads of the whole team. If your team turned on contact sharing, everyone sees them. Read more in Team contacts.

A lead is missing? Click Refresh, or write to support@swopi.co.

Did this article help?