Network & Contacts
Last updated
Last updated
Overview
The Network tab in Inleads.ai is a centralized hub for managing all your contacts, including current and potential customers. This feature allows you to maintain detailed records of every individual or organization in your network, enabling effective communication, segmentation, and engagement. Whether you're keeping track of new leads, existing customers, or key stakeholders, the Network tab ensures that all contact information is organized and easily accessible.
Key Features
Active vs. Deactivated Contacts
Active Contacts: The default view in the Network tab displays all active contacts, including those currently engaged in your sales process or ongoing interactions.
Deactivated Contacts: The Deactivated tab allows you to view contacts who are no longer active. These could be contacts that have unsubscribed, leads that did not convert, or customers who have churned.
Contact Information
Basic Details: Each contact record includes essential details such as name, email address, city, and group name. These fields allow you to categorize and manage your contacts efficiently.
Actions: For each contact, you have quick action buttons that allow you to edit contact information, delete a contact, add a new note, or initiate communication via email, phone, or WhatsApp.
Group Management
Grouping Contacts: The Network tab enables you to organize your contacts into groups, making it easier to segment your audience and tailor your outreach strategies.
Group Name: When viewing your contacts, the Group Name column shows which group each contact belongs to, helping you keep your contacts organized.
Search and Filter Options
Search: Use the search bar to quickly locate a specific contact by name, email, or other identifying details.
Filter: Apply filters to narrow down your contact list based on criteria such as creation date, last activity, or specific groups.
Import and Add Contacts
Import Contacts: The Import button allows you to bring in contacts from external sources, such as CSV files, ensuring that all your important contacts are included in your Inleads.ai network.
Add Contact: Manually add new contacts directly within the platform. This is particularly useful for capturing new leads or networking contacts from events.
Detailed Contact View
Customer Details Page: Clicking on a contact’s name will take you to their detailed Customer Details page. This page offers comprehensive information about the contact, including:
Customer Info: Basic details such as name, email, phone number, location, and device information.
Leads: A timeline of the contact's journey through the Pirate/Growth Funnel, indicating their progress from Awareness to Revenue.
Events: A log of interactions, including sessions, logins, and key events, providing a clear picture of the contact's engagement with your product or service.
Notes: A section for adding and reviewing notes about the contact, which can be used to record follow-up actions, preferences, or other important information.
Best Practices for Using the Network Tab
Regularly Update Contact Information: Ensure that all contact details are up-to-date to maintain effective communication and avoid potential lapses.
Segment Your Audience: Use groups to segment your contacts, allowing you to target specific audiences with tailored messaging and offers.
Track Interactions: Keep an eye on the Events tab within each contact’s details to monitor their engagement and identify opportunities for outreach.
Use Notes for Follow-Ups: Document important conversations, meetings, or follow-up actions in the Notes section to ensure no opportunities are missed.
Leverage the Import Feature: Regularly import new contacts from networking events, webinars, or other lead generation activities to keep your network growing.
Conclusion
The Network tab in Inleads.ai is a powerful tool for managing and nurturing your business relationships. By keeping all your contacts organized and easily accessible, you can ensure that no lead falls through the cracks and that you are always ready to engage with your current and potential customers effectively. Whether you are building a new network or maintaining existing relationships, the Network tab is your go-to resource for comprehensive contact management.
