Your network is your net worth, and Jumpalead puts all your contacts in one smart, streamlined space.

Easily view, sort, update, and stay connected with everyone in your network.

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🔍 View Your Contacts

Step 1: Head to the 'Contacts' Section
From your main dashboard, click on Contacts in the left-hand menu.

Step 2: Browse, Search, or Filter
Easily find the contact you're after using:

• The search bar (search by name, email, phone, tags, and more)
• Custom filters (like lead stage, date added, or last activity)
• Saved views to revisit your most-used lists

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🛠️ Managing Contact Details

Click on any contact to open their full profile. Here you can:

• Edit names, email addresses, phone numbers, and more
• Add or remove tags for better organization
• Track activity history - view past messages, appointments, and actions
• Start a conversation right from their profile

Jumpalead automatically keeps track of interactions so you always have context.

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📂 Organizing Your Database

• Use Tags to group contacts by type, interest, or source
• Apply Smart Filters to zero in on hot leads or inactive contacts
• Export Contacts as a CSV file when needed

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🤝 Add New Contacts Manually

Want to add someone you met offline or via referral?

1. Click the “+ Add Contact” button
2. Enter their details
3. Hit Save, and you’re done!

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🛡️ Stay Compliant

Jumpalead keeps your contact management GDPR and privacy-friendly. You can manage opt-ins, unsubscribes, and contact preferences with ease.

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🧠 Tip: Keep Notes!

Each contact profile has a notes section, perfect for jotting down key details, reminders, or next steps after a conversation.