Managing contacts (leads)

Manage leads from your digital business cards right inside the Swopi dashboard — view, edit, tag, export, or hand them off to your CRM.

Availability: this section is part of the Teams plan. Export is available from the Premium plan.

#Viewing leads

1. Open Team → Contacts.
2. A regular member sees their own leads; a manager/admin sees the whole team.
3. Click a row to open the details.

For each lead you'll see the contact, the linked business card, the type (Contact collection / AI scan / Import / Manual), and the date.

#Editing a lead

1. Click the lead.
2. Edit the name, email, phone, job title, company, note, or tags.
3. Update.

#Tags

• Add/remove on a lead: in the details, type a tag and press Enter; remove it with the cross.
• In bulk: select leads → bottom bar → Tag → Add / Remove.
• Filter: click a tag in the bar above the table.

#Quick actions on a lead

• Write an email — opens your email client.
• Save to phone — downloads a vCard (.vcf).

You'll find them in the lead details and in the "⋮" menu on the row.

#Creating and importing

• A single lead: Create lead → name (required) + email or phone.
• In bulk: Import → a .csv with the columns name, email, phone, company, jobTitle, note.

#Export (Premium+)

1. Export to CRM (top right) or via the bulk bar.
2. Choose CSV (Excel / CRM) or For Outlook.
3. Export all, filtered, or selected leads (the CSV includes tags too).

#Bulk actions

Select leads → bottom bar: Export, Email, Tag (add/remove), Delete.

#Frequently asked questions

I can't see my colleagues' leads. A regular member only sees their own leads — to see the whole team you need the Manager/Admin role.

Export is locked. Export is available from the Premium plan.

A lead from a business card didn't appear. A lead is created automatically once the lead form is filled in or the business card is saved; try Refresh (the icon in the top right).