The "Contacts" section is designed for storing and conveniently managing your client base in your CRM. It contains all the key contact information: personal details, contact methods, responsible employees, traffic sources, and related transactions.

This section allows you to quickly find relevant clients, track interaction history, and manage all related transactions in one place. Thanks to a flexible filtering system and table customization, users can conveniently organize their workspace to suit their needs and streamline their daily work with clients.

🔍 Top filter panel

The filter form allows you to select contacts based on several parameters:

• responsible for the transaction;
• country of contact;
• availability of transactions:

1. only contacts with transactions;
2. contacts only, no deals;
3. all contacts (default).

After selecting the required parameters, click the "Apply" button.

For quick searching, a search bar 🔍 by contact name is also available. Clicking the "Add Contact" button opens a form for creating a new contact. Here, you'll need to fill in basic information: first name, last name, phone number, email, country, traffic source, and specify the contact responsible.

Below the filter panel is a contact table displaying basic information for each contact. By default, the following columns are displayed:

• Name - contact name;
• Responsible person - an employee assigned to the transaction;
• Transactions - the number of linked transactions;
• Phone - contact's phone number;
• Mail - Contact email;

⚙️Actions with contacts:

• Delete contact - deletes a contact from the system;
• Open contact - opens the contact card and a list of related deals.

👤 Contact card

Clicking the "Open Contact" button opens the contact card. The "Main" section displays all key information about the contact:

• first and last name;
• phone number;
• Email;
• country;
• traffic source;
• responsible for the transaction.

💼 "Transactions" section

The Deals tab displays a list of all deals associated with the contact.

For each transaction the following is displayed:

• spot name;
• country;
• communication channel;
• transaction amount;
• number of sales;
• tags;
• responsible.

Additional actions are also available:

• “open chat” button - opens a dialogue about a deal in CRM;
• deleting a transaction.

✏️ Editing columns

The "Table Settings" button allows you to flexibly customize the display of the contact table to suit your needs.

In the settings window you can:

• hide or show the desired columns using the 👁 icon;
• change the order of columns by dragging and dropping rows.

After making changes, click the Save button.

✅ Conclusion

The contacts section allows you to centrally store client information, quickly find relevant records, and effectively manage related transactions. A flexible filtering system, table customization, and a convenient contact card help streamline daily workflows and increase the speed of client processing.