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Contacts and CRM

Organize contacts, dynamic audiences, tasks, and day-to-day customer records.

3 articles
How this fits into Lead360Explore Sales360Connect customer records and Smart Lists with coordinated sales work.
Lead360 workflow mapContacts and CRM
  1. 01

    Create and maintain complete customer records without unnecessary duplicates.

  2. 02

    Build useful Smart Lists from clear, reviewed filter conditions.

  3. 03

    Assign and complete tasks with an accountable owner and due date.

  4. 04

    Trace related conversations, bookings, pipeline activity, and purchases.

A visual overview of the verified workflows covered by the Contacts and CRM collection.

About this collection

Build a dependable customer record in Lead360 CRM

Lead360 Contacts keeps identity, communication details, tags, custom fields, tasks, activity, and related customer history connected to the correct sub-account. Smart Lists turn reviewed filters into repeatable working audiences without duplicating the underlying contact record.

Use the contact record as the starting point for customer-specific work, then follow its relationships into conversations, appointments, opportunities, campaigns, payments, or commerce. Before changing or merging data, verify that the selected person and destination belong to the intended tenant and that dependent workflows will continue to behave correctly.

How Lead360 helps

Lead360 helps agencies turn scattered customer details into a usable operating record. Teams can segment contacts with Smart Lists, assign follow-up tasks, review communications, and connect each person to appointments, opportunities, orders, subscriptions, and payments without rebuilding the same audience for every workflow.

A clean CRM also gives Ask360 and automations better reviewed context. The bot or workflow can work only with capabilities and resources granted for the selected sub-account, while staff retain responsibility for identity checks, consent, deduplication, and high-impact customer changes.

What you can accomplish

  • Create and maintain complete customer records without unnecessary duplicates.
  • Build useful Smart Lists from clear, reviewed filter conditions.
  • Assign and complete tasks with an accountable owner and due date.
  • Trace related conversations, bookings, pipeline activity, and purchases.

Continue learning

Articles

ContactsFind, add, organize, import, export, and maintain customer records.Smart ListsBuild dynamic contact audiences from saved filter rules.TasksCreate, assign, schedule, find, and complete contact follow-up work.