Help Center

Contact Management Dashboard

* Page referenced in this article: contacts dashboard page.

The Contact Management Dashboard can be used to manage contacts regardless of whether they are in the sales pipeline or not. Any contact that you remove from the sales pipeline will still show in the contact dashboard.

Tip: If you mistakenly remove a contact from the sales pipeline, you can add it back from here (the contact dashboard). Click the contact Action menu, then click Add to Pipeline.

Contacts not in the sales pipeline will be flagged No in IN PIPELINE? column. Also those contacts will have the following fields hidden because they are not in the sales pipeline: stage, medium, status, source, original source, closed at, and probability to close.

Warning: Contacts removed from the sales pipeline will not show in sales pipeline reports, appointment reports, or executive dashboard reports related to leads and appointments. However, these contacts production will continue to show in production and commission reports. The reason is that new production may be coming from existing clients or spouse of clients that are not in the sales pipeline.

Actions in the Contact Dashboard

Here is the list of key actions that you can take to manage your contacts:

• Engage the contact: You can engage the contact by calling, sending an email or text message, setting appointments, running workflows, sending a financial questionnaire, or sending the secure document portal.
• Add tasks and notes.
• Add or remove from sales pipeline.
• Delete the contact: If you delete the contact, it will be moved to the Trash folder. You can recover a contact from the trash folder by using Restore in the contact action menu.
• Mark the contact spam: Once you mark a contact as spam, calls and emails from that phone\email will be blocked and automatically placed in the spam folder.
• Merge contacts: Merging contacts allows you to combine duplicate contacts into one.
• Bulk update contacts: You can update lead details such as changing stages, assigning owners, changing sources, or running workflows. For bulk updates, select multiple contacts using the checkboxes, then apply your changes using the action buttons at the top of the screen. You can select all contacts on the page or across multiple pages by clicking Select all X leads.