Help Center· 1 min read

Contacts, companies and the timeline

Keep customer records, import contacts, and see every interaction in one timeline.

Skyfalke Connect Team·
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  • Contacts are created automatically when someone messages or calls you, or you can add and import them (CSV) under CRM → Contacts.
  • Companies group contacts from the same business.
  • Custom fields (text, number, date, dropdown and more) are set up under CRM → Settings.
  • Owner: each contact can have an owner, used by routing to send them conversations and calls first.

The timeline

A contact's timeline shows their messages and your replies, calls with recordings, notes, tasks, deal changes and more, newest first.

Export contacts or companies to CSV from their list pages.

#contacts#companies#timeline#import#custom fields
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Contacts, companies and the timeline | Skyfalke Connect