Contacts

Contacts are the people you deal with. Most arrive by themselves, from your forms, bookings, Facebook lead ads or the API, and you can add anyone by hand.

Add a contact

1. In the menu, under Contacts, click Add Contact.
2. Enter their email address. It is the only detail a contact must have. Add any of first name, last name, phone, company, job title, street address, city, region, postcode and country.
3. Tick Subscribed to marketing emails only if they have agreed to get your marketing emails. It starts unticked.
4. Click Create Contact.

If the email address is already on the account, you are told so, with a link to that contact, and nothing is added twice.

Phone numbers can be typed with spaces, dashes, dots or brackets, and are saved tidied. If a number cannot be read, you see Enter a valid phone number.

Find contacts

View Contacts lists everyone on the account. Search by name or email, and sort by first name, last name, enquiry date or lead quality. Filter by:

• source, lead quality, tag or form
• UTM source, campaign or medium
• marketing: subscribed, or not subscribed (people who never agreed and people who unsubscribed)
• enquiry date, which is when the contact joined your account
• your contact properties and custom fields

Each filter in use shows as a chip that you can remove on its own. The same filters build dynamic marketing lists.

The contact page

Click a contact to open their page. From there you can:

• edit their details, or delete the contact
• move to the previous or next contact in your list
• turn Subscribed to marketing emails on or off; while they are unsubscribed, the date they did shows
• set their Lead Quality: A, B or C for a high, medium or low fit, or Unqualified
• add or remove tags and change their stage
• log activities and add tasks
• add deals (+ New Deal), bookings (+ New Booking), marketing lists (Add to List) and files

Consent History lists every change to their marketing subscription, newest first: what it changed to, when, how (a ticked box on a form, the unsubscribe link in an email, a team member, and so on), who made the change and the wording they saw. Contacts added before this history began start with one entry saying where they stood then.

Source & Attribution shows where they came from: the source, medium and campaign of their first visit and of their latest one, Google and Facebook click IDs, their location, any other answers under Additional Information, and their contact property answers.

Activities

Log what happens with each contact as a Call, Email, Meeting or Note. A contact’s activities are listed newest first.

Tasks

Tasks remind you of follow-ups. Each has a title, and can have a description, a due date and a priority of Low, Medium or High. Tick a task when it is done.

Delete contacts

Admins can delete contacts: one from their page, or many at once from the list (tick them, or use Select all on page or Select all N matching, then click Delete). Members cannot delete contacts.

Deleting a contact deletes them for good, with everything linked to them: their deals, bookings (and the events for them in your team’s connected calendars), files on their page, form answers, activities, tasks, tags, list memberships, consent history, automation history and notifications. It cannot be undone. If the same email address is added again later, it is a new contact with none of the old details.

Only three things are kept, as the law allows. If they had unsubscribed, or their email had bounced or been marked as spam, their email address, the reason and the date stay on your do-not-email list, so they stay unsubscribed if they are added again, unless they tick a marketing box on a form, the booking widget or a Facebook lead form. Campaign reports keep their figures: someone you delete is still counted in a campaign’s totals, but no longer listed among its recipients. And we keep a record that a contact was deleted, when and by whom, without their name or email.

Emails already sent stay in the inboxes they went to, and a Facebook lead stays in Facebook. If a booking’s event is in a calendar Kabooly can no longer reach, you are told, so you can remove it there.