Contacts

6 guides covering contacts on the Sparkforge platform.

• Contact and Opportunity Followers in Sparkforge Followers let multiple users view and edit a contact or opportunity, even when the Only Assigned Data permission is on. Up to 10 followers per record. Followers
• Contacts: Sync Attachments to Document Management Tab You can now sync attachments from Email, SMS, Instagram, and Facebook conversations to a contact's Document Management — either with the three-dot menu on a rec
• How to Use Contact Types in Sparkforge to Segment Contacts Contact Type is a single-select dropdown on every Sparkforge contact. Use it for high-level lifecycle segmentation (Lead, Client, Prospect) and combine with tag
• Internal Tasks for your Team Sparkforge tasks can exist without a contact attached, so your team can manage internal work in the same task list. Filter by Unassigned to isolate them, and us
• Restore Deleted Contacts or Undo Bulk Deletes (Revamped) Sparkforge keeps deleted contacts in Contacts > Restore for 60 days. Select records, confirm in the modal, and they reappear with their notes, tasks, conversati
• Workflow - Adding and Removing Followers for Contacts Two workflow actions — Add Contact Follower and Remove Contact Follower — let Sparkforge update a contact's followers automatically. Remove Contact Follower has