Skip to main content

Managing Contacts

This page covers the basics of adding, editing, and deleting individual contacts in your CRM. Whether you are entering a new lead manually or updating an existing record, the process is straightforward.

Adding a Contact​

To create a new contact:

  1. Click Add Lead in the CRM.
  2. Enter the contact's name and basic details.
  3. Click More Options to access extended fields — over 250 are available, covering everything from address and company info to custom fields you have created.
  4. Save the contact.

The new contact will appear in your pipeline at the default starting stage.

Editing a Contact​

Click on any contact to open their full record. From here, you can view and edit:

  • Contact details — name, phone, email, address, and any custom fields.
  • Chat and call history — the complete conversation thread across all channels.
  • Tags — labels for categorizing and filtering contacts.
  • Notes — internal notes visible only to your team.
  • Engagement activities — a log of interactions, including calls, emails, SMS, and form submissions.

Changes save automatically as you edit.

System-Generated Fields​

Some fields are populated and maintained by Votel automatically. These include:

  • Created date
  • Last activity timestamp
  • Lead score
  • Calculated totals

System-generated fields are read-only. You cannot edit them manually because their values are derived from contact activity and data.

Deleting a Contact​

To delete a contact, open the contact record and select the delete option. Deleted contacts are removed from your pipeline and will no longer appear in views or search results.

Use caution when deleting — this action removes the contact and their associated data.

Next Steps​