Managing Contacts and Updating Client Status
Managing Contacts and Updating Client Status
Your Contacts tab in Sortelle AI is where you’ll manage lead profiles and keep your client pipeline organized. You can update opportunities, assign stages, and track where each lead is in your workflow.
1. View and Search Contacts
From your dashboard, click Contacts in the left-hand menu.
Here you can:
View all your leads
Search by name, number, or email
Filter by tags or custom fields
See last activity and creation date
🔍 Tip: Use the Smart Lists feature to group contacts by custom criteria like “Active Leads” or “VIP Clients.”
2. Add or Update Opportunities
To organize your leads in the Sortelle AI User Pipeline:
Select one or more contacts using the checkbox.
Click the opportunity icon (📈).
Choose the pipeline (e.g. “Sortelle AI User Pipeline”).
Pick the appropriate stage such as:
New Lead
Screening in Progress
Passed Screening
Appointment Scheduled / Deposit Paid
Client Met
Existing Client
No Show / Ghosted
Give the action a name if needed (optional).
Click Save.
This updates the client’s status in your pipeline so you can easily track progress from lead to client.
3. Why This Matters
Updating contact opportunities helps you:
See where each client is in your process
Trigger automations based on stage (optional)
Keep your client interactions organized and efficient
🧠 If you’re using AI automations, stages like “Passed Screening” or “Client Met” can be used to trigger different reply behaviors or tags.
4. Contact Details at a Glance
Click on any contact’s name to open their profile. Here you can:
See all messages and notes
View tags, automations, and last activity
Manually edit or update information
5. Optional: Automate Pipeline Movement
With advanced setup, you can create automations that move contacts to new stages based on events (e.g. screening completed, deposit paid). If you're interested in this, reach out to [email protected] for help.
