Contact Management Guide
Learn how to effectively manage your contacts in echowin CRM. From automatic creation to advanced filtering with tags, master every aspect of contact organization.
Key Concepts
Automatic Contact Creation
When your AI agent receives a call, it automatically creates a contact using the caller ID information. No manual data entry required.
Smart Tagging System
Organize contacts with colorful tags. Create unlimited custom tags for any categorization need and filter contacts instantly.
Team Collaboration
Assign contacts to one or multiple team members. Everyone can see who's responsible for each relationship.
Smart Organization
Use stages, custom fields, tags, and filters to organize contacts exactly how your business needs them.
Auto Populating Contacts
Contacts
John Doe
Tech Solutions Inc.
2 hours ago
Emily Davis
Enterprise Corp
Yesterday
Auto Created Contact
Auto CreatedJust now
New contacts are automatically created when calls are received
Tag Management
Tag Management
VIP
12 contacts
Enterprise
8 contacts
Hot Lead
25 contacts
Referral
15 contacts
Partner
6 contacts
Support
32 contacts
Click any tag to filter contacts instantly
Best Practices
Use Favorites Wisely
Mark your most important contacts as favorites for quick access. This is especially useful for VIP customers or hot leads.
Organize with Tags
Create custom tags to categorize contacts by any criteria: lead source, priority, industry, or custom workflows. Tags make filtering instant.
Leverage Team Assignments
Assign contacts to specific team members to ensure clear ownership and accountability. Multiple team members can be assigned to collaborate.
Advanced Filters
Combine tags, custom fields, and assignments to create powerful filters. Save common filter combinations for quick access.
Let AI Do the Work
Enable automatic contact field updates from phone calls. The AI will capture caller information and update contacts instantly.
Import & Export
Export Contacts
- Export all contacts or filtered selection
- Download as CSV file format
- Includes all standard and custom fields
- Perfect for backups or data analysis
Import Contacts
- Upload CSV or Excel (.xlsx) files
- Map columns to standard and custom fields
- Contacts auto-created from calls
- API available for bulk operations
- Zapier integration supported
Pro Tips
Quick Search
Use the search bar to quickly find contacts by name, phone number, email, or company. Search is instant and updates as you type.
Activity Timeline
Click on any contact to see their complete activity timeline, including calls, notes, and stage changes.
Next Steps
Now that you understand contact management, explore these related features: