Contacts

The Contacts tab is a small CRM that fills itself. A contact appears the first time a call is matched to them.

Search the list by name or email to find one fast.

Owner, admin and manager also get a Rep filter above the list. It answers a question about a person, so it shows everything assigned to them, including accounts nobody has called yet. A lead you promoted this morning is there under your own name before the first call ever happens.

Open one and you get their whole history:

• Every call with them.
• The accumulated pains, goals, decision makers, budget and timing signals, competitors, and personal context.
• If they came from a lead, a Setter handoff card naming who sourced them, and the way to send a meeting back to be rebooked when it does not happen.

That is the point. A rep about to take a second call reads it in thirty seconds instead of re-listening to the first one.

The owner is whoever ran the most recent call with them. It moves on its own as the relationship moves.

Owning a contact lets you read the calls on it even if a colleague ran them. That is what makes a handover work.

Owner, admin and manager can hand a contact to a different rep. The reassignment is not permanent: the next call returns ownership to whoever ran it.

Because contacts hang off a person, removing someone from a workspace is refused while they still hold any, owned or followed. Move them to whoever is picking the relationships up first. Without that gate a single click could leave a book of accounts with nobody watching them.

Two things inheriting does not do:

• It does not let you edit the departed rep's grades.
• Inherited calls do not land in your own calls list or your own metrics, so two people's scores never blur together.

A follower can see the contact record without owning it. Setters are added automatically as a follower of any lead they promote, so they can see what happened to the accounts they sourced.

Owner, admin, manager and rep can add or remove followers. Setters cannot: seeing what you promoted is one thing, deciding who else gets sight of an account is another.

A dossier carries a Next touch card: the one open follow-up for this person, when to reach out, and why. It is the same queue that drives your day, seen from the account's side rather than the day's.

The date is proposed for you and you can overrule it. Reschedule moves it, Remove takes it off the queue altogether, and a contact with nothing scheduled offers Set follow-up instead.

• Weekends and holidays roll to the next working day, so a date you pick can land a day or two after the one you clicked.
• One you have pushed back says Pushed back from its original date. A deal quietly sliding is then visible rather than something you have to infer.

Owner and admin only. Deleting a contact takes the account out of the CRM: it leaves the list, it leaves search, and it drops out of every follow-up queue.

It is not permanent. A deleted contact sits under Deleted contacts on the Contacts tab, where only an owner or admin can see it, and one click puts it back. Nothing ages out, so a contact deleted last quarter restores just like one deleted this morning.

Three things go quiet, and the confirmation counts each one:

• The calls stay. They show without a contact until you restore it. No call is deleted, and none is edited.
• Open follow-ups leave their queue, which is usually somebody else's queue rather than yours.
• Followers stop seeing it, and they are not told.

That is why the confirmation names the numbers before you commit: an owner clearing a duplicate should find out about three live follow-ups first, not by noticing a shorter queue next week. There is no phrase to type, unlike deleting a call. This one comes back.