Contacts

Search, review, edit, and enroll dealership contacts into sequences from the portal Contacts page.

The Contacts section is the portal's customer record workspace for dealership teams.

Contacts list

The current Contacts page includes a table with these main columns:

Name
Enroll
Phone
Email
In Sequence
Date Created
Last Modified

At the top of the page, users can access actions such as:

Unsubscribed
Enroll
Add
Delete

Contact detail view

When you open a contact, the portal provides a detail workflow for reviewing and editing customer information.

Depending on the record, this can include fields such as:

First name
Last name
Phone number
Email
Address
Postal code
Province
Country

Unsubscribed users

Unsubscribed contacts

The Contacts section also includes an Unsubscribed Users subpage showing phone numbers that have been opted out or marked unsubscribed by downstream messaging behavior.

Use this area when documenting consent-sensitive communication workflows.

Sequence enrollment

The Contacts view includes an enrollment flow with fields for:

Select Sequence
Start Date

This makes it easy to move a contact directly into an automated outreach sequence without leaving the Contacts section.

Typical workflow

Open Contacts from the navigation.

Search or scan the table to find the customer you need.

Open the contact or use the top actions to enroll, add, or remove records.

Update the customer's details as needed.

Use sequence enrollment when the contact should enter a follow-up workflow.

Notes

Contacts are dealership-specific.
The Unsubscribed flow is important when documenting consent-sensitive outreach processes.
Contacts works closely with Leads, Reach, and Sequences in the overall customer journey.