admin Your CRM becomes more valuable the more you use it. 1. Add notes after every interaction Examples: 2. Add follow‑ups when needed If something requires action later, set a reminder. 3. Review history before reaching out This helps you: 4. Use tags to group interaction types Examples: This makes your history even more meaningful.
Activity History is your automatic timeline of everything that happens with a contact. What gets logged Why it matters History gives you: Where to find it Open any contact → scroll to Activity History. Everything is organized chronologically, newest first.
Notes help you remember conversations, updates, and important details about each person. 1. Open the contact Go to Contacts, then click the name of the person you want to update. 2. Scroll to the Notes section You’ll see a clean text box where you can add new information. 3. Add your note Write anything you … Read more
Over time, your tag list may grow — and that’s okay. Here’s how to keep it tidy. 1. Review your tags Look for: 2. Rename a tag If your theme or plugin setup allows tag editing: If not, simply: 3. Delete unused tags If a tag is no longer needed: This keeps your CRM clean … Read more
You don’t need a complex pipeline to stay organized. Tags can create lightweight workflows that keep you moving. 1. Create status tags Examples: 2. Move contacts through stages Update the tag as the relationship progresses. 3. Combine tags with follow‑ups Example workflow: This gives you a simple, visual workflow without the complexity of a full … Read more
A clean tagging system keeps your CRM simple and powerful. 1. Keep tags short Use 1–2 words whenever possible. 2. Avoid duplicates Examples of duplicates to avoid: Pick one style and stick to it. 3. Use consistent naming Choose a format: Consistency makes filtering easier. 4. Don’t over-tag More tags ≠ more clarity. Use only … Read more
Tags help you turn a simple contact list into a structured, meaningful system. 1. Group contacts by purpose Examples: 2. Group contacts by project Examples: 3. Group contacts by status Examples: 4. Combine tags for deeper organization A contact can have multiple tags, such as: Client + High Priority + Q2 Outreach This gives you … Read more
Tags are the simplest way to organize your contacts inside MyContactManager.me. 1. What tags are Tags are labels you attach to contacts to group them by: They’re flexible and can be anything you need. 2. How to add a tag You can add as many tags as you want. 3. How to use tags Once … Read more
These three elements form your personal relationship system. Notes Use notes to record: Tags Tags help you group contacts by: History History automatically logs: Why this matters Together, these create a simple but powerful CRM workflow: Tag → Note → Follow‑Up → History This keeps your relationships active and organized without complexity.
Every contact profile is designed to give you a complete picture at a glance. A Smart Contact Profile includes: Everything is in one place so you never lose context. Why it matters Smart profiles help you: This is the heart of MyContactManager.me.