Where Do You Use This Feature?
After signing in, the Contacts page is at /admin/sale-finder/contacts. Adding a new contact and editing existing ones is an admin-level capability.
- Contacts: /admin/sale-finder/contacts
Contact List
The contact list shows every phone number in the system as a single, deduplicated row. The list is paginated and supports a date-range filter and quick search (by name and phone).
- Search by name and phone
- Date-range filter
- Pagination (default 30 records/page)
Contact Detail: Requests and Portfolios
Clicking a contact opens a detail page showing all their requests and portfolios in two tabs. You see the full history of one person — both what they're searching for (request) and what they're publishing (portfolio) — in one place. A date-range filter is available on the detail too.
Adding and Editing Contacts
Authorised users (admin-level roles) can add a new contact or edit existing ones. Mandatory fields are name and phone; optionally you can add a note and source (where the person came from on social media or digital sharing platforms).
- Name (mandatory)
- Phone (mandatory)
- Note (optional)
- Source (social media / digital sharing platform — optional)
Matching by Phone
The primary key for CRM records is the phone number. Requests and portfolios that arrive automatically from social media and digital sharing platforms are linked to the same contact via the sender's phone; all activity for one person is consolidated under one record.
Communication
On the contact detail the phone number is a clickable link; you can dial directly or message via WhatsApp. The note field is used for shared info inside the team.