Understanding Contacts in TalleFlow

• Clients
• Leads & prospects
• Collaborators
• Vendors
• Partners
  

1. Navigate to Contacts in the main menu
2. Click Add Contact
3. Complete the contact form across these tabs:

• First Name (required)
• Last Name
• Email (required)
• Phone number
• Status (Active, Prospect, Inactive, or custom)
• Groups – Assign to one or more contact groups
• Last Contact & Date Created fields (auto-captured)

• Business name
• Industry
• Specialties (comma-separated)
• Date business was founded​

Full address: street, city, state, zip, country

Social profile links: Blog, Facebook, Instagram, TikTok, LinkedIn, YouTube, X (Twitter), and more.

• Notes are available after the contact is created
• Perfect for call summaries, preferences, or quick reminders​

• Segment your audience for email marketing
• Send newsletters or promos to specific lists
• Filter contacts by relationship or service type (e.g., “VIP Clients,” “Leads,” “Photographers”)

• A contact can belong to multiple groups
• Create and manage groups from the Contacts > Groups tab
• Filter your contact list by group
• Use Groups in Email Campaigns to send targeted mass emails

1. Go to the Contacts tab
2. Select the checkbox next to the contact(s) you want to group
3. Once selected, a new button will appear → “Add to Group”
4. Choose an existing group or create a new one
5. Done! The contact is now assigned to the selected group(s)

💡 You can assign a contact to multiple groups. 💡 Example: Create a “Brand Design Leads” group to send a tailored proposal offer to everyone in that segment.

From here, you can:

• Send an email directly from the profile (including file attachments)

• View active projects the contact is part of
• Access all documents tied to the contact — proposals, contracts, invoices, and forms
• See payment history, invoices, and financial activity
• Add private notes for meetings, preferences, or reminders

• Upload a CSV file
• Map your columns to TalleFlow fields
• TalleFlow will detect duplicates automatically
• Use bulk updates to manage contacts faster

• Send emails directly from a contact’s profile
• View full communication history
• Share documents, contracts, or forms securely
• Add internal notes and reminders

• List View – Table format with customizable columns
• Group View – Organize contacts by tags or group
• Search – Find by name, company, email
• Filters – Filter by group, status, or creation date
• Export – Export filtered contacts for offline use

• Complete profiles: The more info, the more useful your CRM
• Use Groups wisely: Tailor your marketing with targeted lists
• Keep statuses updated: Know who’s active, who’s cold
• Document interactions: Use notes to track key conversations
• Use profile photos: Makes contact browsing more visual