Overview
The Contacts tab is one of the most essential features for managing leads and client data in STRINGConnect.
In this guide, you will learn how to organize contacts, add and import new contacts, use smart lists and bulk actions, and leverage custom fields to keep communication and follow-up work consistent.
Available Integrations
- Under the Integrations tab, you can connect supported platforms (such as Google) to sync data and power automation.
Key Features and Benefits
- Easy contact management: View and manage all contacts in one place.
- Quick add and import: Add contacts manually or import in bulk with a CSV.
- Pipeline changes: Move contacts between pipeline stages and automate stage changes.
- Send SMS and emails: Message selected contacts quickly.
- Smart lists: Segment contacts using filters for targeted outreach.
- Custom fields: Store and filter by the details that matter to your business.
- Task management: Create internal tasks to ensure follow-ups do not get missed.
Modern, Unified Design
- Upfront details: Key information like name, owner, tags, and followers appear at the top.