Vertan CRM

Dashboard Leads Contacts Companies Sales Pipeline Follow-ups Tasks Reports Automation Settings

Contacts

Export all as CSV Manage pick-lists

Saved views

All Contacts My Contacts New Leads Qualified Leads Hot Leads No Follow-up

35 contacts

Filter contacts

Every condition below is combined with AND.

Clear all

Sort contacts

Sort by

Direction

Table columns

Name and checkbox always show. Choose what else appears, and use the arrows to reorder.

Company Phone Email City State Owner Lead Status Lead Source Last Activity Next Follow-up Country Lead Type Priority Lead Score Tags Created

Save current view

Keeps today's search-free filters and sort under a name you choose.

View name

No contacts yet

Add your first contact to start building your pipeline.

Showing 26–35 of 35 contacts

Page 2 of 2

Create contact

Basic information

First Name

Last Name

Full Name

Email

Phone

WhatsApp Number

Company information

Company Name

Job Title

Industry

Website

Location

Street Address

City

State / Region

ZIP / Postal Code

Country

Lead information

Lead Source

Campaign Name

Ad Set Name

Ad Name

Lead Status

Lead Type

Lead Score (0–100)

Priority

Contact Owner

Requirement

Requirement

Business Type

Notes

Follow-up

Next Follow-up Date

Next Follow-up Time

Follow-up Type