How to manage & edit contacts in your pipeline

Managing your sales contacts effectively is crucial for closing deals. Synup OS streamlines this process, giving you a centralized view to track, update, and interact with all your leads. This guide will walk you through how to manage and edit your contacts, ensuring you never miss an opportunity.

1. Navigate to Sales Pipeline

From the left-hand menu, click on Sales Pipeline. You'll see a Kanban board view of all your leads.

2. Search and Open a Lead

Use the search bar to search for a lead. To view or edit a lead's details, simply click on their name from the list. This will open a detailed sidebar.

3. Track Activities & Take Action

• The right side of the lead's sidebar shows a log of all activities, including when the lead was created, updated, or emailed.

• From here, you can also quickly take action by clicking the buttons at the top of the log. You can Add a Note, Add a New Activity, or Send an Email. 

4. Update Lead Information

• In the lead's sidebar, click the Update button in the top-right corner.

• This will open an Update Lead pop-up. Here, you can edit and add information to the lead's profile. You can update sections like Contact Info, Deal Info, and Billing Details.

• You can also add Notes or Tags to help organize your leads.

• Once you are finished updating, click Save to save your changes.

By centralizing all your lead information and communication in one place, Synup OS helps you maintain a clear, organized sales pipeline. This streamlined approach allows you to focus on building relationships and closing deals, rather than getting lost in administrative tasks. With all your contact details, activities, and notes readily available, you'll be well-equipped to nurture every lead effectively.