Contacts

Contacts are the foundation of Booked55. Every prospect, client, and referral is stored as a contact record with detailed information, conversation history, and the deals it has produced. The Contacts page is your central hub for managing relationships.

Contacts list

The main Contacts page displays a paginated table of all contacts in your workspace. Its columns are a selection checkbox, the picture of the team member the contact is assigned to (that column has no heading), Contact, Email & Phone, Pipeline & Stage, Event, Created and Actions. A contact's company shows under their name in the Contact column rather than in a column of its own, and their tags show under that: the first three, then a count of the rest.

A contact who asked not to be called, texted or emailed has a small red icon for each one right after their name: a crossed-out phone, a crossed-out message and a crossed-out envelope. An amber crossed-out bell means they unsubscribed from marketing email, and a red envelope with a warning sign means the last email to their address bounced. Hover an icon to read what it stands for. To read a contact's notes and details without opening their page, open their row on the Tasks page.

Key capabilities:

• Search — Type two or more characters to search by name, email or phone. Contacts carrying a tag that is what you typed, or has a word starting with it, are listed after those matches, so typing vip finds everyone tagged VIP.
• Sort — Sort by created date, updated date, or name (ascending or descending), either from the sort control above the table or by clicking the Contact or Created header.
• Pagination — Page controls and the page-size selector (10, 25, 50 or 100) sit above the table, next to the sort control.
• Selection — Select individual contacts or use the header checkbox to pick every contact matching your current filters.

Filtering contacts

Narrow down your contact list using the filter bar:

• Client status — All, Clients or Non-Clients.
• Pipeline — A checkbox list of your pipelines, plus Not in any pipeline. Tick as many as you like.
• Stage — Appears once exactly one pipeline is ticked, and narrows to a stage within it.
• Event — A single Not in any event checkbox.
• Email and Phone — Each a three-way control: All, With or Without.
• Tags — Free text, comma-separated; press Enter to apply.

Row actions

Each contact row has quick-action buttons, and what they read depends on what is already set:

• Add Pipeline — Shown in the Pipeline & Stage cell of a contact who is not on a pipeline yet. Once one is set, the cell shows the pipeline and stage instead, with Change pipeline and Change stage controls. See Pipeline & Event Assignment.
• Add Event — Shown in the Event cell when the contact is not linked to an event; otherwise the cell lists the events they are in.
• Delete — Remove the contact (with confirmation prompt).

In this section

• Creating Contacts — Add contacts manually or via the creation wizard.
• Contact Detail — Header actions, the relationship and Notes cards, and the Tasks, Conversations and Deals tabs.
• Search, Filter & Sort — Advanced filtering techniques.
• CSV Import — Bulk-import contacts from a spreadsheet.
• Bulk Actions & Campaigns — Select multiple contacts and send campaigns.
• Pipeline & Event Assignment — Assign contacts to pipelines and events.
• Do Not Call, Text or Email — Record a contact's request to stop, and what Booked55 stops doing.