Creating and Managing Contacts

Contacts are the foundation of your business in BluePro. They represent your clients, leads, vendors, and anyone associated with your business. This guide will walk you through how to create, view, and manage contacts within your account.

Creating a New Contact

1. From the top menu, click the + New button or use the + Contact button on the Contacts page.
2. Fill out the contact’s key details:
   • Name
   • Email
   • Phone Number(s)
   • Contact Type (e.g. Lead, Customer)
   • Relationship Owner
   • URLs e.g. social media
   • Avatar
   • Etc
   • Any relevant company info or custom fields
3. Click Save to create the contact.

Once saved, the contact will appear in your main contact list.

💡 Tip: Use the Contact Type tag to organize your pipeline (e.g. Leads vs. Active Customers).

Navigating the Contact List

The Contacts page gives you a searchable, sortable list of all contacts. From here you can:

• Search by name, email, or phone
• Sort by contact type (e.g. Lead), name, etc.
• Click a contact’s name to open their full profile

Managing a Contact’s Profile

Clicking on a contact opens their full profile, where you can:

View or Edit Contact Info

• Update name, phone, email, company details, and other fields.
• Add or edit custom fields

Add Related Data

• Properties: Link properties associated with the contact
• Quotes, Jobs, Invoices, Requests: See all related activity
• Files & Attachments: Upload documents, images, or notes
• Comments: Add internal notes for your team

Use the “Edit” button in each section to make changes.

Organizing Contacts

You can use tags, custom fields, and the contact type label to categorize contacts for better reporting and segmentation. This is especially useful for tracking leads or grouping by customer type.