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BuildRunKit CRM: Contacts Sub-Section

Goldilocks

BuildRunKit CRMCRM: Dashboard

Contacts Sub-Section

Screenshot 2026-05-14 142207.pngScreenshot 2026-09-09 112919.png

OnceThe youContacts havesub-section successfullyprovides signedcentral in,directory youmanagement willfor betracking greetedleads, byindividual client representatives, and account contacts.

Header & Action Buttons

    New Contact: Direct action button to open the Dashboard.contact Thisregistration pagemodal.

    is designed

    Generate Report: Launches the CRM Contacts Report modal to giveexport youcontact andataset "at a glance" view of your latest sales activity, offer advanced filtering for your records, and provide fast jumps into your most important CRM workflows.

    Managing Your Workspace

    Screenshot 2026-05-14 142241.png

    At the very top of the left sidebar, you will see your current workspace name. The platform allows you to manage multiple business environments from a single account.

    How to Switch Workspaces:snapshots:

    • ClickExport theCount: WorkspaceDisplays Selector:total Clickactive onrecords thetargeted workspacefor namedownload at(e.g., theExporting top10 of the sidebar.

    Select from the List: A dropdown menu will appear showing all workspaces you have access to, such as "Official BuildRunKit Employee Workspace" or "Training & Demo"records).

    InstantExport Switch:Options: ClickDownload onfile theas desiredExport nameas toPDF instantlyor switchExport allas dataCSV.

    Screenshot 2026-09-09 113402.png

    Contact Summary Metrics

    Top KPI cards display real-time audience breakdowns:

      Total Contacts: Displays total registered contacts (Contacts,e.g., Deals, and Tasks) to that workspace.10).

      CreateActive New:Contacts: ClickTracks +currently Createactive workspacelead atinteractions.

      the bottom of

      With thisEmail: menuDisplays total records with valid email addresses attached.

      With Company: Counts records linked to startparent aorganization brandprofiles.

      new business environment.

      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.

          ActivityBuildRunKit OverviewCRM: CardsAdding a New Contact

          TheClicking topthe cards+ provideNew aContact quickbutton countlaunches ofthe yourcreation latestmodal syncedorganized datainto four main tabs:

          1. Details Tab

          Screenshot 2026-09-09 113626.png

          Captures core profile and performanceorganization metrics:assignment data:

          • TotalFirst Contacts:Name Total* count& ofLast peopleName and*: clientsRequired infields yourfor database.contact identification.

          • PipelineEmail: Value:Primary Theelectronic total financial value of all your active deals.address.

          • ActiveCompany: Deals:Searchable Thedropdown numberto ofselect currentexisting salesorganizations, opportunitiesor andclick your+ winto rate.add a new company instantly.

          • PendingPosition: Tasks:Title Theor countrole ofwithin upcomingtheir workcompany.

            items
          and your

          Website: completionPersonal rate.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.

          AdvancedContact Filtering

          Tab

          ToScreenshot 2026-09-09 113657.png

          help

          Captures teamsphysical navigatelocation largeand volumesadditional ofreachability data quickly, specialized sorting filters have been integrated directly into the primary core views:channels:

          • "Owner"Address: Filter:Multi-line Availablephysical onmailing bothor thebilling Customersaddress and Deals views, this feature allows you to instantly filter large data sheets to isolate and display only the registries explicitly assigned to a specific team member.

          Quick Action Sections

            Sales Pipeline: View your progress through various sales stages. Click View Pipeline to manage your active deals.block.

            RecentPhone Activity:Numbers: ADedicated liveinputs logfor ofprimary yourPhone, latestMobile interactions, including callsPhone, and systemOther updates with specific timestamps.Phone.

            RecentAdditional Deals:Contact ViewMethods: newlyExpandable created opportunities. If empty, click Add Deal at the top rightsection to start.add non-standard communication channels (e.g., Skype, WhatsApp).

            LatestSocial Contacts:& SeeExternal aLinks: listExpandable ofsection newlyto addedattach contacts,web theirprofiles company(e.g., names,LinkedIn, andX, theirpersonal creation dates.portfolio).

            3.

            DashboardCustom EntityFields Deletion

            Tab

            YouScreenshot 2026-09-09 113847.png

            can

            Displays managetailored anddata prunefields aconfigured contact'sspecifically relatedfor recordsyour cleanlybusiness from their main overview board without opening separate global lists:operations:

            • DirectBusiness-Specific Removal:Inputs: DeletePulls associated Deals, Tasks, and Activities rightdirectly from theuser-defined individualproperties contactconfigured dashboardin view.Settings > Custom Fields.

            • StreamlinedDynamic Workflow:Loading: ThisAny updatecustom eliminatesfields theadded hasslevia ofsystem navigatingsettings throughautomatically massivepopulate registryin liststhis totab removeduring obsoletecontact or outdated relations.creation.

            4.

            NavigationTags Sidebar

            Tab

            TheScreenshot 2026-09-09 113912.png

            sidebar

            Categorizes providescontacts for audience segmentation and quick links to the core CRM modules:filtering:

            • Dashboard:Create ReturnsNew youTag: Input box to thistype overviewcustom page.tag names and click + Add Tag to create them on the fly.

            • Contacts:Pre-Defined AccessTags: yourCheckbox fullselection clientfor standard stages and leadcategories, directory.including:

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

              • Deals:Relationship ManageTags: yourCustomer, salesPartner, opportunitiesVendor, andInvestor, revenue.

              Pipeline: View and customize your sales workflow stages.

              Tasks: View and manage your assigned action items.

              Activities: Review the full history of interactions across your workspace.VIP

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