Importing & organizing leads

Contacts and custom fields

Available in: Keap Pro

 

Leads are crucial for a small business, but it can be easy to misplace contact details or lose track of interactions. Your contact cards allow you to store personalized information with custom fields so that you never lose a contact's information again.

When you open a contact record you'll see the activity feed for that particular contact. This is a chronological view of all of your interactions with this contact. This includes activities such as notes, tasks, and emails.

Your contact records also include areas for email history, appointments, invoices and quotes, tasks, notes, campaigns, files, and tags. This way you can access all of your client's information in one place.