Contacts

Contacts keeps one record for every person you deal with. This video shows the list, the filters, a contact's page, and how to edit and merge.

The list

Open Contacts under Customers and team. Everyone who calls, texts or fills in a form lands here, one row per person. Each row shows their status, company, records, money won, owner and last activity. Status says Lead, Customer while a job is under way, or Past customer.

Records and actions

Records counts their leads, deals and projects. The buttons at the end of a row call, text or email them. Click a company or owner cell to change it in place.

Search and filters

Search by name, company, phone, email, city or ZIP code. Filter and sort narrows the list by where they stand, type, owner, company or location. Under More, Download CSV saves what's on screen.

The contact page

Click a contact to open their page, with Call, Text and Email across the top. The tiles show money won, what's open, and their last activity. Leads and deals lists every time they came in, and what came of it.

History

History holds every call, text, email, note and change, newest first. Switch to Calls, Texts, Emails, Notes or Changes to narrow it.

Details and documents

On the side are their details, your company's own columns under More details, and their documents, projects, quotes, appointments and reviews.

Edit

Click Edit to fix their name, phone, email or address, set the company and the kind of contact, like Homeowner or Realtor, choose the owner, and add notes only your team sees. Then click Save.

Merge

Same person twice? Click Merge. ECHOPS lists likely matches by phone, email or name, or you can search for someone else. Click Pick, then Merge into. Their leads, deals, jobs and messages move here, and new calls from the duplicate's number land here too. This can't be undone, and viewers can't merge.

Merge duplicates as soon as you spot them, so every call, text and email for that person lands on one record. Next: Reviews.