For AI agents: the complete documentation index is available at https://docs.clickmax.io/en/llms.txt, the full documentation bundle is available at https://docs.clickmax.io/en/llms-full.txt, and this page is available as Markdown at https://docs.clickmax.io/en/faq/contacts/contacts-section-capabilities.md.
  • English
  • What can I do inside the "Contacts" section?

    In Contacts you centralise the relationship with customers and leads. There you can:

    • Look up each contact's profile, with their activity and purchase history.
    • Apply tags to classify and group contacts.
    • Filter contacts into lists and segments to target messages.
    • Organise deals as opportunities, moving them through the stages of a pipeline.
    • Import and export contacts in bulk.

    If it didn't work