AppWT CRM

Topic: Contacts and companies

Contacts

See every person in one place, add several people under a customer at once, call or email them, and export the list.

Video, 1 minute 11 seconds · 7 steps

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Read the transcript Read the steps
Narrated by Jessa, with soft background music. Captions start off. Press the Captions button, or use the player's own caption menu, to turn them on.

What you will learn

  • What the Contacts page shows
  • Why one person only shows once
  • How to add several contacts under a customer at once
  • How to call, email and export

Step by step

  1. Step 1: The Contacts page

    Open Contacts from the menu. You will see each person in your database, one row each, with the newest changes first.

    The Contacts page listing made-up people with their company, phone, email, type and number of inquiries.
    Step 1 screen, from the demo account.

  2. Step 2: One person, one row

    When the same person reaches out twice, both requests go to one contact, so you do not get duplicates. The Inquiries column counts them.

    The Inquiries column on the Contacts page, which counts the requests from each person.
    Step 2 screen, from the demo account.

  3. Step 3: Call or email

    Click a phone number to call that person. Click an email address to write to them.

    A phone number and an email address on the Contacts page, both shown as links.
    Step 3 screen, from the demo account.

  4. Step 4: Export to CSV

    Need a spreadsheet? Click Export to CSV. The CRM downloads your contacts as a file you can open in Excel or Google Sheets.

    The Export to CSV button at the top right of the Contacts page.
    Step 4 screen, from the demo account.

  5. Step 5: Add several at once

    To add many people for one customer, open the company and click Add several contacts. Type one person per row, then click Add contacts.

    The Add several contacts form on a made-up company page, with one row for each new person and the Add contacts button.
    Step 5 screen, from the demo account.

  6. Step 6: Contact details on a lead

    Each lead page shows the same details in the Contact box, next to the stage and the temperature.

    The Contact box on a lead page with the phone, email, stage and temperature.
    Step 6 screen, from the demo account.

  7. Step 7: On a phone

    On a phone, the table slides sideways. Swipe left to see the email and the number of inquiries.

    The Contacts page on a phone screen, with the table wider than the screen so it slides sideways.
    Step 7 screen, from the demo account.

Transcript

In this lesson, you will learn how the Contacts page keeps every person in one place.

Open Contacts from the menu. You will see each person in your database, one row each, with the newest changes first.

When the same person reaches out twice, both requests go to one contact, so you do not get duplicates. The Inquiries column counts them.

Click a phone number to call that person. Click an email address to write to them.

Need a spreadsheet? Click Export to CSV. The CRM downloads your contacts as a file you can open in Excel or Google Sheets.

To add many people for one customer, open the company and click Add several contacts. Type one person per row, then click Add contacts.

Each lead page shows the same details in the Contact box, next to the stage and the temperature.

On a phone, the table slides sideways. Swipe left to see the email and the number of inquiries.

That is it for Contacts. Pick your next lesson from the Tutorials page.

Every screen here comes from a demo account. All of its people, phone numbers and email addresses are made up.