Contacts
What is the Contacts section?
Contacts is your CRM in LevelUp Demo — one searchable, filterable place to manage and track every lead and customer.
Adding a new contact manually
How to create a new lead or customer record with the + New Contact button, including which fields are required.
Searching and filtering contacts
How to find contacts fast using the search box and the type, status, assignee, and archive filters.
Contact status pipeline tabs
Understanding the quick-filter pipeline tabs above the contacts list: All, New, Demo scheduled, Demo done, In follow-up, and Interested.
Contact types explained
What each contact type means in LevelUp Demo: Lead, Customer, Reseller, and Partner.
Contact statuses explained
What each contact status means: Interested, Not Interested, In Follow Up, Dormant, and Qualified.
Viewing a contact detail page
A tour of the contact detail page: customer information, quick actions, AI company summary, the recording card, and the Demo Pulse, Notes, Actions, Emails and Activities tabs.
Customer Information panel
What the Customer Information panel on a contact shows: email, phone, website, country, source, and created/updated dates.
Quick Actions on a contact
How to update a contact's Type, Status, and Product, and assign team members inline from the Quick Actions card.
AI Company Summary
What the AI Company Summary on a contact shows: company overview, team size, industry, primary competitors, and social media.
Adding Running Notes to a contact
How to add and read free-text running notes on a contact from the Notes tab, to keep a running log of important information.
Managing tasks for a contact
How to create, view, and complete follow-up tasks tied to a specific contact from the Actions tab on their record.
Viewing Activities on a contact
How to read the Activities timeline on a contact — an automatic history of demos, emails, tasks, and record changes.
Viewing Emails on a contact
How to see the history of emails sent to a contact and compose a new email from the Emails tab.
Editing a contact record
How to update a contact's name, email, phone, company, and other details using the Edit button.
Scheduling a demo from a contact
How to use the Schedule a Demo button on a contact's page to book a new demo session for them.
Contact source types
What each contact source means — Direct, Website Form, Paid Ads, META ADs, Cold Outreach, Events, and Imported — and where it's used.
Assigning contacts to team members
How to assign one or more team members to a contact using the Assigned to field so the right people own each relationship.
Archiving contacts
How to archive contacts that are no longer active, view archived records, and unarchive them when needed.