Contact Management
SellerCockpit provides powerful contact and organization management features.
Contacts
Creating Contacts
Add contacts manually or import from CSV:
- Click “New Contact” button
- Fill in contact details
- Link to an organization (optional)
- Save
Contact Fields
Each contact can have:
- Basic Info: Name, job title, department
- Contact Methods: Multiple emails and phone numbers
- Social Profiles: LinkedIn, Twitter, Instagram, GitHub
- Relationships: Linked organization
- Custom Data: Tags, notes, custom fields
Contact Actions
- Call: Make VoIP calls directly from contact page
- Email: Send emails (requires email sync setup)
- Add Activity: Log calls, meetings, notes
- Create Deal: Start a new sales opportunity
Organizations
Organization Structure
Manage companies with:
- Parent-subsidiary relationships
- Multiple locations
- Organization-wide contacts
- Deal pipeline by organization
Organization Types
Tag organizations as:
- Prospect
- Customer
- Partner
- Competitor
Circular Reference Prevention
SellerCockpit automatically prevents circular parent-child relationships to maintain data integrity.
Search and Filtering
Quickly find contacts using:
- Full-text search
- Filter by organization
- Filter by tags
- Sort by various fields
- Pagination for large datasets
Data Import/Export
Import
- CSV file upload
- Field mapping interface
- Duplicate detection
- Validation and error reporting
Export
- Export all contacts or filtered subset
- CSV format
- Includes all fields and relationships