Contacts

Contacts are the foundation of Booked55. Every prospect, client, and referral is stored as a contact record with detailed information, conversation history, and a timeline of interactions. The Contacts page is your central hub for managing relationships.

Contacts list

The main Contacts page displays a paginated table of all contacts in your workspace. Each row shows the contact's name, email, phone, company, creation date, and quick-action buttons.

Key capabilities:

• Search — Type two or more characters to search by name, email, phone, or company.
• Sort — Sort by created date, updated date, or name (ascending or descending).
• Pagination — Choose page sizes of 10, 25, 50, or 100 records.
• Selection — Select individual contacts or use “Select All” to pick every contact matching your current filters.

Filtering contacts

Narrow down your contact list using the filter bar:

• Client status — Show all contacts, only clients, or only non-clients.
• Pipeline — Filter to contacts in a specific pipeline.
• Stage — Filter by pipeline stage.
• Event — Show contacts linked to a specific event.
• Missing data — Find contacts missing an email or phone number.

Row actions

Each contact row has quick-action buttons:

• Change pipeline — Assign the contact to a different pipeline or add them to one. See Pipeline & Event Assignment.
• Change event — Link the contact to an event.
• Delete — Remove the contact (with confirmation prompt).

In this section

• Creating Contacts — Add contacts manually or via the creation wizard.
• Contact Detail — Explore the knowledge, conversations, timeline, and AI todo tabs.
• Search, Filter & Sort — Advanced filtering techniques.
• CSV Import — Bulk-import contacts from a spreadsheet.
• Bulk Actions & Campaigns — Select multiple contacts and send campaigns.
• Pipeline & Event Assignment — Assign contacts to pipelines and events.