Activate Contact
Activating a contact keeps it visible throughout the system, so you can access it quickly and take actions. It is part of the Customer service system in CRM / Contacts.
Where to activate a contact
You'll find the Activate button on several screens:
- From the Contact itself.
- From the Message / Lead Inbox, by opening the contact of a conversation.
- From the Property Contacts.
- From the global search bar (the magnifying glass in the top menu).
Once activated, the contact becomes available from the top menu (the icon with the green dot) on any screen, and on the Active Contacts page.
What you can do with an active contact
From the top menu indicator or from the Active Contacts page you can:
- Access the Contact record.
- Add it to the Sales funnel.
- Send a WhatsApp message.
- Send an Email.
- Deactivate the contact (removes it from your active list, without deleting its record).
Active contacts are saved in your account, not in the browser. They are not lost if you clear your browser and they sync across your devices. Each user has their own list of active contacts: each salesperson sees and manages only their own.
How many contacts you can have active
The number of active contacts per user depends on your plan:
| Plan | Active contacts per user |
|---|---|
| Free | 1 (activating a new one replaces the previous one) |
| Plus | 5 |
| Pro+ | 10 |
| Business | Unlimited |
To view all your active contacts and manage them in one place, go to Active Contacts. If you are an administrator or manager, from there you can also view the active contacts of each user in your agency.
Additional information
Premium features: sending via WhatsApp requires the Plus plan or higher; the Sales funnel requires Pro+ or Business. Manage my plan
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