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Contacts

Import, tag and organize your people. 16 guides.

01
Import contacts from a CSVBring your sphere and past clients into Jtek in a few minutes.
02
Import deals from your old CRMNewBring your open deals in with their stages, not just the contacts.
03
Add a contact by handAdd one person in a few seconds.
04
Your contact record, explainedNewEverything about one person on one screen: details, messages and notes.
05
Do Not Disturb (DND)NewStop texts, calls or emails to someone who asked you to stop.
06
Notes and tasks on a contactKeep every detail and to-do on the contact it belongs to.
07
Tasks and to-dosNewSee every follow-up you owe in one list.
08
TagsLabel contacts so you can find them, text them and automate them.
09
Custom fieldsNewTrack the details that matter to you, like price range or move date.
10
CompaniesNewGroup contacts under a business, like a brokerage or lender.
11
Smart listsSaved filters that keep themselves up to date.
12
Why a smart list shows everyone or nobodyNewQuick fixes for the most common smart list surprises.
13
Bulk actionsNewText, email, tag or export a whole list at once.
14
Add a group of contacts to a workflowNewDrop a whole list into a follow-up workflow in a few clicks.
15
Merge duplicate contactsCombine two records for the same person into one.
16
Where your leads come fromSee the source of every contact and lead.

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Import contacts from a CSV14 min video