BuildRunKit CRM: Contacts Sub-Section

BuildRunKit CRM: Contacts Sub-Section

The Contacts sub-section provides central directory management for tracking leads, individual client representatives, and account contacts.

Header & Action Buttons

• New Contact: Direct action button to open the contact registration modal.

• Generate Report: Launches the CRM Contacts Report modal to export contact dataset snapshots:

  • Export Count: Displays total active records targeted for download (e.g., Exporting 10 records).

  • Export Options: Download file as Export as PDF or Export as CSV.

Contact Summary Metrics

Top KPI cards display real-time audience breakdowns:

• Total Contacts: Displays total registered contacts (e.g., 10).

• Active Contacts: Tracks currently active lead interactions.

• With Email: Displays total records with valid email addresses attached.

• With Company: Counts records linked to parent organization profiles.

• Tagged: Displays total contacts assigned custom organizational tags.

Directory Controls & Search Bar

• Search contacts...: Input field for searching contacts by name, email, or company.

• Filter Toggle: Filter icon button to refine visible contacts.

• All Tags Dropdown: Dropdown menu to filter records based on specific tags.

• View Switches: Toggle between Table (list view) and Grid (card view).

Contacts Table Data Columns

• Name: Primary contact name alongside job title (e.g., Michael Thompson - VP of Operations).

• Company: Associated client or partner business.

• Email: Direct email address with quick Copy button.

• Phone: Direct contact phone number with quick Copy button.

• Tags: Applied status or categorization tags.

• Row Actions (...): Action menu for editing, viewing, or deleting individual contact records.

Contacts Table Row Actions Menu

Clicking the three dots icon (...) on the far right of any contact row opens a quick-action context menu:

• View: Opens the complete contact record profile to review all details, communication history, linked deals, and notes.

• Edit: Launches the contact editor modal to update profile details, contact information, custom fields, or assigned tags.

• Delete: Removes the contact record from your CRM directory.

BuildRunKit CRM: Adding a New Contact

Clicking the + New Contact button launches the creation modal organized into four main tabs:

1. Details Tab

Captures core profile and organization assignment data:

• First Name * & Last Name *: Required fields for contact identification.

• Email: Primary electronic address.

• Company: Searchable dropdown to select existing organizations, or click + to add a new company instantly.

• Position: Title or role within their company.

• Website: Personal or company web address.

• Owner: Select an internal account manager or sales representative.

• Billing Info: Free-text field for invoice context, tax IDs, or payment notes.

• Notes: Additional background context regarding the contact.

2. Contact Tab

Captures physical location and additional reachability channels:

• Address: Multi-line physical mailing or billing address block.

• Phone Numbers: Dedicated inputs for primary Phone, Mobile Phone, and Other Phone.

• Additional Contact Methods: Expandable section to add non-standard communication channels (e.g., Skype, WhatsApp).

• Social & External Links: Expandable section to attach web profiles (e.g., LinkedIn, X, personal portfolio).

3. Custom Fields Tab

Displays tailored data fields configured specifically for your business operations:

• Business-Specific Inputs: Pulls directly from user-defined properties configured in Settings > Custom Fields.

• Dynamic Loading: Any custom fields added via system settings automatically populate in this tab during contact creation.

4. Tags Tab

Categorizes contacts for audience segmentation and quick filtering:

• Create New Tag: Input box to type custom tag names and click + Add Tag to create them on the fly.

• Pre-Defined Tags: Checkbox selection for standard stages and categories, including:

  • Status Tags: Hot Lead, Cold Lead, Lead, Prospect

  • Relationship Tags: Customer, Partner, Vendor, Investor, VIP