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/features/contacts/index.md.

English

Português
English

Contacts

The Contacts hub is the Clickmax CRM: where you organise every contact you capture, group them into lists and segments, track opportunities across pipelines and share support work between attendants.

Role and plan

Owner, Admin, Editor and Collaborator see the whole CRM; Attendant and Guest see only their own scope (their contacts and opportunities); Finance has no CRM access. Without access the area is unavailable — see no permission.
Management actions — configuring pipelines, managing attendants — require higher roles.
How many contacts you can hold depends on your plan.

What to do here

Import your first contacts — bring contacts in by import or capture link.
When to use a List and when to use a Segment — static groups (list) vs dynamic ones (segment).
Build your first pipeline — create an opportunity pipeline with stages.
Mark an opportunity as lost — record why it was lost.
Attendant assignment — how conversations are shared between attendants.
Connect your Google Calendar — reflect bookings in your own calendar.

Send leads from an external page
Messaging — the channels those conversations arrive on.
Max (AI) — filter contacts in plain language.

If it didn't work

A CRM area will not open or is blocked: your role has no access — see no permission.
You hit the contact ceiling: check the contact limit for your plan (Portuguese).
Another error while using it: see the error codes (Portuguese).