Introduction to Contacts

Contacts are the people you engage with as part of your sales activities. This module contains leads, prospects, and existing customers, and serves as the central place to track conversations, ownership, tasks, and related deals. By managing contacts effectively, you can maintain clear context for every interaction, ensure timely follow-ups, and build stronger, long-term customer relationships throughout the sales journey.

Each contact moves through lifecycle stages like Lead, Qualified lead, Customer, etc., which helps you:

• Understand their position in the sales process.
• Tailor engagement strategies.
• Improve communication and increase chances of closing deals.

Accessing contacts

You can access contacts in BoldSales in multiple ways:

1. Click Contacts from the left sidebar menu.
2. Use the keyboard shortcut G + C.

Once the listing page opens, you can perform the following actions based on the permissions you have.

• Create and edit contacts
• Filter and sort contacts
• Switch views (default and custom)
• Customize columns
• Perform bulk actions

The following image shows the listing page for contacts.

You can access specific contact records quickly without needing to navigate through the lists.

1. Click the icon in the left sidebar menu or press / on your keyboard to open the search dialog.
2. Open the dropdown and select Contacts.
3. Search and select the contact. This opens its detail page where you can view and manage the record.

Primary contact information

When creating a contact, the quick create form ensures you capture the essential details quickly.

• First name / Last name: Name of the contact.
• Email address: Primary email address of the contact.
• Phone number: Primary phone number of the contact.
• Owner: User responsible for managing and maintaining this contact.

The following image shows the Create Contact quick form.