Contacts Tab Overview (Linq Admin Dashboard

Purpose:
The Contacts tab allows you to view, manage, tag, and organize all contacts connected to your Linq organization — including those synced from integrations like HubSpot, Salesforce, or GoHighLevel.

Accessing the Contacts Tab

Log in to your Linq Admin Dashboard.
In the left-side navigation menu, click Contacts.
You’ll see a searchable list of all contacts within your organization.

Main Features

1. Contact List View

Displays all contacts with quick access to name, title, and company information.
You can view by:

All Contacts
Team-specific tabs
Custom segments (e.g., “Sales,” “HQ,” or “Events”)

Use the Search bar to find specific contacts or apply filters for more precision.
Click + New to add a new contact manually.

2. Adding a New Contact

Click + New to open the right-hand panel.

Fill out the contact details:

First & Last Name
Phone Number
Email
Job Title
Organization / Company
Location
Profile Image (optional)

Click Save once completed.

3. Selecting and Managing Multiple Contacts

You can select multiple contacts to perform batch actions.
Click Select at the top, then choose your contacts.

Available actions include:

Export (.CSV) — Download selected contacts.
Add a Tag — Apply tags for segmentation.
Share — Share contact details internally or externally.

💡 Note: Some actions are unavailable when combining personal and team contacts.

4. Viewing Individual Contact Details

Click on a contact to open their profile view.

This view includes:

Email and Message Buttons for direct communication.
Recent Activity Log (e.g., HubSpot sync events).
Tags for lead segmentation.
Notes for internal comments or updates.
Enhance Contact option to automatically pull additional data from public sources.

5. Contact Insights & Metadata

Hover over the email icon or info icon to see:

Email address
Contact creation and last updated date.

6. Tags and Organization

Tags help you organize and filter contacts.
Use existing tags or create new ones (e.g., “LFT Lead,” “Hot Lead,” “ILTM Events”).

You can manage tags from the Tags section under each contact’s profile.

7. Contact Management Options

From the contact’s profile, click the three dots (⋯) or Manage Contact to open options:

Available actions:

Edit Contact Information
Setup Contact Reminder
Add Note
Send Contact to Integration
Enrich Contact (pulls additional data automatically)
Invite to Linq (sends invitation to join your organization)
Download Contact File
Make Public
Delete Contact

Tips for Success

✅ Use Tags to categorize leads or event attendees.
✅ Check Recent Activity to confirm CRM sync success.
✅ Use Enhance Contact to enrich data for better context.
✅ Regularly export contacts to back up or share with your sales team.