Get a complete picture of your clients in one organized view. Easily filter by client status, track and manage leads, and identify who needs follow-up right away. With everything laid out clearly, you’ll stay in control of your relationships and never miss an opportunity to connect.
How to view your contacts
Follow these steps to see your full contact list:
Click Customers & leads in the navigation menu.
The default view displays all your customers, listed in descending order from newest to oldest.
To adjust the number of contacts displayed per page, scroll to the bottom and select a number from the Rows per page menu.
Use the left and right arrows at the bottom of the page to navigate to the next or previous page of contacts.
Learn how to view or edit a client's information.
How to filter the contact list
Follow these steps to filter the view to display only clients that meet specific criteria:
Click Customers & leads in the navigation menu to access your contact list.
To filter by date range, click the date menu button and select a range.
To filter by status, click the Status button and select from these options:
All
New Lead
Contacted
Qualifying
Estimate Sent
Active Service
Payment Requested
Won
Lost
Unqualified
Follow UP