​

About Contacts

Welcome to Contacts. The Contacts section is your central hub for managing and organising stakeholder information. It allows you to:

• Store and manage contact details
• Create lists for targeted communication
• Apply labels to categorise contacts
• Customise fields to track relevant information
• View stakeholder engagement history, submissions, tasks and email history

​

Where to find Contacts

To access Contacts, open the Workspace Sidebar and click Contacts.

​

Contacts Overview

The main Contacts view serves as your home for contact management. From here, you can:

• View & search contacts: Locate individual contacts using the search bar and filters.
• Create & manage Lists: Group contacts for better organisation.
• Customise Fields: Define what data is collected for each contact.
• Apply Labels: Categorise contacts without grouping them into lists.
• Add, edit, or delete contacts: Keep your database up to date.
• View Reports: Open contact reports and analytics.

Each contact entry provides a comprehensive view of the contact’s details, including their name, email, assigned labels, custom fields, list memberships and subscription state. It also includes:

• A history of all engagement responses associated with that email address.
• A record of message broadcasts sent to that email via Converlens Messages.
• Activities, tasks and documents linked to the contact.

This ensures quick and easy access to all relevant interactions and communications for each contact.

​

Contacts Menu Bar

The Contacts Menu Bar provides quick access to essential actions and settings. Key Actions in the Menu Bar:

• Contacts: Returns you to the main Contacts list.
• Reports: Opens contact reports and analytics.
• Lists: Manage contact groupings.
• Fields: Customise data fields for contact records.
• Labels: Apply tags for flexible organisation.
• Import Contacts: Upload contacts from an external source.
• New: Manually create a contact, activity or task.