Contact CRM

Open any contact’s CRM for profile details, activity timeline, notes, and reminders.

6 steps 3 tips Updated Aug 21, 2026

At a glance

Overview

1 From Manage Contacts, click Open CRM on a contact row (or open the contact’s CRM URL).
2 Review stats (bookings, notes, reminders, messages, activities) and Contact information including custom fields.
3 Use the Activity timeline for history; add Notes (with tags and optional pin) and Reminders (priority, recurrence, snooze).
4 Edit the contact from CRM when profile data needs updating.
5 For list hygiene (merge duplicates, name updates, undeliverable / not-on-WhatsApp contacts), go back to Manage Contacts → Cleanup Tools — see the Cleanup Tools guide.
6 Export CRM data from the CRM page when you need a contact-level backup.

Step by step

Profile work, notes, and reminders.

Team context lives on the CRM — not on marketing tags.

1 In Notes, write the note, add comma-separated tags if useful, optionally pin, then save.
2 Search or filter notes by tag / pinned-only when the list grows.
3 In Reminders, set date/time, priority, and recurrence; snooze or complete as you work.
4 Overdue reminders are highlighted on the CRM stats row and also surface on Home.

Pinned notes stay at the top of the notes column for quick context.
List cleanup (duplicates, WhatsApp names, undeliverable contacts) lives under Manage Contacts → Cleanup Tools, not on this CRM page.
Export CRM data from the contact CRM when you need notes/reminders history for that person.