Contacts & Leads
Everything about the records at the centre of ClientTether: getting them in, finding them, working them and keeping them clean.
On this page
A contact is the unit everything else attaches to — plans, messages, appointments, proposals. These articles cover the whole life of one.
Getting contacts in
- Creating Contacts — adding someone by hand, and the fields worth filling in first.
- Importing Contacts — the spreadsheet template, column by column.
- Connecting Leads to ClientTether — every automatic route a lead can arrive through.
- Lead Sources — the label that drives follow-up and reporting.
Working the list
- Contacts List — search, filter, sort and act on many contacts at once.
- Advanced Filters — field conditions, saved filters and how to build them.
- Finding & Merging Duplicates — spotting the same person twice and joining the records.
- Pipeline — the same contacts as a board of sales-cycle steps.
Inside one contact
- Contact Profile — the anatomy of a contact record.
- Opportunities — several deals against one person.
- History Notes — the complete timeline.
- Whiteboard & Notes — standing context and timeline notes.
- Contact Reminders — day-level nudges and the coloured dots.
- Linking Contacts — referrals, owners, parents and children.
- Custom Fields — storing what ClientTether doesn’t collect by default.
- Tags — free-form labels that filters and triggers read.
Maintenance
- Mass Updating Contacts — changing thousands of records from a spreadsheet.
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