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Managing Contacts

Learn how to effectively manage contacts in Iverton AI.

Adding Contacts​

Manual Entry​

  1. Go to CRM → Contacts
  2. Click + Add Contact
  3. Fill in contact details:
    • Name (first, last)
    • Email address
    • Phone number
    • Company
    • Job title
  4. Add optional fields:
    • Address
    • Social profiles
    • Tags
    • Custom fields
  5. Click Save

Import from CSV​

  1. Click Import
  2. Download the template
  3. Fill in your data
  4. Upload the CSV
  5. Map columns to fields
  6. Review and confirm

Import from Other Tools​

Import from:

  • Google Contacts
  • Mailchimp
  • HubSpot
  • Salesforce
  • LinkedIn

Contact Fields​

Standard Fields​

FieldDescription
First NameContact's first name
Last NameContact's last name
EmailPrimary email address
PhonePhone number
CompanyOrganization name
Job TitlePosition/role
Lead StatusCurrent status in funnel
Lifecycle StageCustomer journey stage
Lead ScoreCalculated engagement score
Contact OwnerAssigned team member

Custom Fields​

Create custom fields for your needs:

  1. Go to Settings → CRM Settings
  2. Click Custom Fields
  3. Add new field:
    • Field name
    • Field type (text, number, date, dropdown)
    • Required/optional

Organizing Contacts​

Tags​

Use tags to categorize:

  • Industry (tech, healthcare, retail)
  • Source (website, referral, event)
  • Priority (hot, warm, cold)
  • Custom categories

Segments​

Create dynamic segments based on:

  • Lead score range
  • Lifecycle stage
  • Tags
  • Activity level
  • Custom field values

Lists​

Static lists for specific purposes:

  • Event attendees
  • Newsletter subscribers
  • Campaign targets

Contact Activity​

Activity Timeline​

View all interactions:

  • Emails sent/received
  • Meetings scheduled
  • Calls logged
  • Notes added
  • Tasks completed

Logging Activities​

  1. Open contact profile
  2. Click Log Activity
  3. Select type (call, meeting, note)
  4. Add details
  5. Save

Contact Actions​

Quick Actions​

From the contact list:

  • Send email
  • Create task
  • Add to campaign
  • Change owner
  • Update status

Bulk Actions​

Select multiple contacts for:

  • Bulk email
  • Tag assignment
  • List addition
  • Export
  • Delete

Merging Duplicates​

  1. Go to CRM → Data Quality
  2. Review duplicate suggestions
  3. Select primary record
  4. Merge fields from duplicates
  5. Confirm merge

Next: Pipeline Management →