Managing Contacts

The Contacts page is your central hub for managing all your business-related connections. This guide covers effectively using our contacts page.

Contact Profile Information

Each contact contains comprehensive information organized for easy access and management:

Information available

• Full Name
• First Name
• Last Name
• Email Address
• Phone Number - Primary
• Phone Number - Secondary
• Physical Address
• Contact Category (e.g., Seller, Buyer, Partner)
• Do Not Mail Status - Important for compliance with contact preferences
• Description (e.g., Looking to sell, wants an offer etc)
• Linked Deals - View all associated business opportunities
• Linked Properties - Access any properties connected to the contact
• Conversations History - Track all the communication with the contact
• Campaign History - Track all marketing campaigns the contact has received
• Active Follow-up Plans - Monitor automated engagement sequences

Managing Contact Records

Adding a New Contact

1. Click the "Add Contact" button
2. Fill in the required basic information fields
3. Add any additional details available
4. Save the contact record - Hit the "save contact" button

Updating Contact Information

1. Navigate to the contact's profile (you can use the search bar or manually look for it)
2. Click the "Edit" button
3. Update the relevant fields
4. Save your changes

Exporting Contacts

You can export your contacts if you need a backup, want to share data, or use it in another tool.

How to Export Contacts

1. On the Contacts page, select the contact(s) you want to export by clicking the box next to their name.
2. Click the Export All button.
3. A pop-up window will appear — click Download to start the export.

Notes on Exporting

• You can export a single contact or multiple contacts at once.
• Exported files will include all key details (e.g., name, email, phone, address, categories).
• Contacts with Do Not Mail status will still appear in the export. If you want them in a separate export, you can check the "Do not Mail" box on the menu and follow the same process to export a Do Not Mail list.

Filtering Contacts

You can filter your contacts list to find specific groups of people quickly. Pebble offers two filtering options:

Filter by Category

Use the "Categories" dropdown to view contacts based on their assigned category:

• Select a specific category to see only contacts tagged with that label
• Categories help you organize contacts by type, status, or any custom classification you've created
• You can apply category tags when adding contacts manually or through automation

Filter by Campaign

Use the "Campaigns" dropdown to view contacts based on which campaigns they're associated with:

• Select a specific campaign to see only contacts who are part of that campaign
• This helps you track which leads came from specific marketing efforts
• Useful for analyzing campaign performance and following up with specific groups

Using Filters Together

You can combine both filters simultaneously to narrow down your contact list even further. For example, you could filter for "Hot Leads" (category) who are part of your "Q1 Mailer Campaign" (campaign).

Best Practices

• Regularly review and update contact information
• Document all significant interactions in the conversation threads
• Properly categorize contacts for effective segmentation
• Monitor follow-up plans to ensure timely engagement
• Check campaign history before adding to new marketing initiatives

Contact Privacy and Preferences

• Always respect "Do Not Mail" designations
• Update contact preferences immediately when requested
• Ensure compliance with data protection regulations
• Document any specific communication preferences in the contact notes

Tips for Effective Contact Management

• Use consistent naming conventions
• Regularly review and update follow-up plans