Managing Contacts

A contact is one person you work with. This page creates a contact, fills the profile, and organizes contacts with statuses, tags, and owners.

CRM concept: A contact is an individual. The business the person works for is a separate record called a company.

Create a contact

1. Go to FlyCRM > Contacts.
2. Click the Add New button.
3. Enter the first name and last name.
4. Enter the email address and phone number (optional).
5. Select Create Contact.

The contact profile opens.

Fill the profile

A full profile makes a contact useful later. Open a contact and add:

• One or more phone numbers
• A job title
• Social links, such as LinkedIn
• Address details
• Source this contact came from

To link a company, open the Company field on the contact and select an existing company. If the company does not exist yet, create it first.

Set a status

A status shows where the contact stands, for example, New, Active, or Customer.

1. Open the contact.
2. Select the status control near the top.
3. Choose a status.

The status saves at once. The color shows in the contact list.

Add tags

A tag is a free label for filtering and segmentation. A contact can have many tags.

1. Open the contact.
2. In the Tags field, select a tag.
3. Click the tag to add it to the contact.

Use tags to group contacts by interest, region, or campaign. Then filter the contact list by tag.

Assign an owner

An owner is the team member responsible for the contact. Assign an owner so the whole team knows who handles each person.

1. Open the contact.
2. Set the Owner field to a CRM user.

Read the activity timeline

Every note, task, call, email, and meeting linked to the contact shows in the timeline on the profile. The newest item is at the top. See Logging activities.

Find and filter contacts

The Contacts list supports search and filters:

• Search by name or email.
• Filter by status, tag, or owner, and total spent, order count, and last order date range if WooCommerce is enabled.
• Bulk assign tags, remove tags, change status, or delete contact.