CRM Core

Contacts Management

To manage your contacts you need to navigate to WP Admin Dashboard → WP ERP → CRM → Contacts.

The Contacts dashboard is a single page dashboard that lets you do all of the following:

  1. View all contacts in list format with all required details (name, email, phone, life stage, owner, date of creation)
  2. Create new contact
  3. Edit, view and delete a contact
  4. Filter contacts as Customer, Lead, Opportunity, and Subscriber
  5. Add search segments using several different fields
  6. Filter contacts using search segments
  7. Save search segments
  8. Delete multiple contacts together
  9. Assign groups to multiple contacts together
  10. Search for specific contacts by name
  11. Filter contacts by name of an owner

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