Contact Management Guide
Learn how to effectively manage your contacts in echowin CRM. From automatic creation to advanced filtering, master every aspect of contact organization.
Key Concepts
Automatic Contact Creation
When your AI agent receives a call, it automatically creates a contact using the caller ID information. No manual data entry required.
Unlimited Storage
Store as many contacts as you need. There are no limits, tiers, or additional charges for contact storage.
Team Collaboration
Assign contacts to one or multiple team members. Everyone can see who's responsible for each relationship.
Smart Organization
Use stages, custom fields, and filters to organize contacts exactly how your business needs them.
Auto Populating Contacts
Contacts
2 hours ago
Yesterday
Auto Created Contact
Auto CreatedJust now
New contacts are automatically created when calls are received
Best Practices
Use Favorites Wisely
Mark your most important contacts as favorites for quick access. This is especially useful for VIP customers or hot leads.
Leverage Team Assignments
Assign contacts to specific team members to ensure clear ownership and accountability. Multiple team members can be assigned to collaborate.
Advanced Filters
Filter contacts by your own name to see only contacts you've worked with. Use advanced filters to find contacts you need.
Let AI Do the Work
Enable automatic contact field updates from phone calls. The AI will capture caller information and update contacts instantly.
Import & Export
Export Contacts
- Export all contacts or filtered selection
- Download as CSV file format
- Includes all standard and custom fields
- Perfect for backups or data analysis
Import Contacts
- Manual import coming soon
- Contacts auto-created from calls
- API available for bulk operations
- Zapier integration supported
Pro Tips
Quick Search
Use the search bar to quickly find contacts by name, phone number, email, or company. Search is instant and updates as you type.
Activity Timeline
Click on any contact to see their complete activity timeline, including calls, notes, and stage changes.
Next Steps
Now that you understand contact management, explore these related features: