Managing Contacts

Learn how to create, edit, and manage contacts in the CRM system.

Creating a Contact

Step 1: Open CRM Tab

1. Navigate to People & CRM in sidebar
2. Click CRM tab
3. Click Create New Contact button

What you'll see: A form opens for creating a new contact.

Step 2: Fill in Contact Information

Name (Required)

• Full name of the contact
• Example: "John Smith"

Email (Optional)

• Email address
• Used for email communications
• Example: "john@example.com"

Phone (Optional)

• Phone number
• Format: Any format accepted
• Example: "0412 345 678"

Status (Required)

• Current status of contact
• Options: Contact, Member, Event Attendee, Prospect, Inactive
• Default: "Event Attendee"

Tags (Optional)

• Add tags for categorization
• Type tag name and press Enter
• Can add multiple tags

Notes (Optional)

• General notes about the contact
• Internal use only

What you'll see: Form fields for all contact information. Tag input shows selected tags as colored pills.

Step 3: Save Contact

1. Click Save button
2. Contact is created
3. You're redirected to contact list or detail view

Editing Contacts

1. Navigate to People & CRM > CRM
2. Find contact in list
3. Click contact name or Edit button
4. Make changes
5. Click Save

Viewing Contact Details

1. Click on a contact name
2. Contact detail page opens
3. Shows:
   • Contact information
   • Progression timeline
   • Email history
   • Follow-ups
   • Notes

What you'll see: A detailed view with contact info at top, timeline below showing all interactions chronologically.

Contact Status Types

• Contact - General contact, not yet a member
• Member - Active YCW member
• Event Attendee - Attended an event
• Prospect - Potential member
• Inactive - No longer active

Deleting Contacts

1. Navigate to contact list
2. Find contact
3. Click Delete button
4. Confirm deletion

Warning: Deletion is permanent. All progression entries and history are also deleted.

Related Guides

• Progression Stages
• Follow-up Automation
• Interaction Timeline