Manajemen Kontak

Panduan lengkap untuk mengelola kontak di Malketing CRM.

Akses Contacts

1. Login ke dashboard

2. Klik menu CRM > Contacts di sidebar

3. Atau akses https://app.malketing.id/contacts

Interface Contacts

Contacts List

Kolom	Deskripsi
Name	Nama kontak
Phone	Nomor telepon
Email	Alamat email
Tags	Tags yang dimiliki
Pipeline	Stage pipeline saat ini
Last Contact	Terakhir kontak
Actions	View, Edit, Delete

Filters

Filter	Deskripsi
Search	Cari berdasarkan nama/phone/email
Tags	Filter by tags
Pipeline Stage	Filter by stage
Date Range	Filter by last contact
Channel	Filter by channel

Menambah Kontak Baru

Manual Entry

1. Klik tombol "+ Add Contact"

2. Isi informasi kontak:

Field	Wajib	Contoh
Name	✅	John Doe
Phone	✅	[phone]
Email	❌	[email protected]
Company	❌	PT Example
Job Title	❌	Marketing Manager
Tags	❌	"lead", "prospect"
Custom Fields	❌	Sesuaikan kebutuhan

1. Klik "Save"

Import Contacts

Lihat panduan Import Kontak

Melihat Detail Kontak

Contact Profile

1. Klik nama kontak di list

2. Panel detail akan muncul

Informasi di Profile

Section	Deskripsi
Basic Info	Nama, phone, email, company
Pipeline	Current stage, value, expected close
Activity	Riwayat aktivitas
Conversations	Percakapan dengan kontak
Notes	Catatan internal
Tags	Tags yang dimiliki
Custom Fields	Field custom tambahan

Activity Timeline

Activity Type	Deskripsi
Message Sent	Pesan terkirim
Message Received	Pesan diterima
Email Sent	Email terkirim
Call Made	Panggilan dilakukan
Note Added	Catatan ditambahkan
Stage Changed	Pipeline stage berubah
Tag Added/Removed	Tags berubah
Campaign Enrolled	Terdaftar di kampanye

Mengedit Kontak

Edit Basic Info

1. Klik kontak

2. Klik "Edit"

3. Ubah informasi

4. Klik "Save"

Bulk Edit

1. Select multiple contacts (checkbox)

2. Klik "Bulk Actions"

3. Pilih "Edit"

4. Pilih field yang ingin diubah

5. Apply changes

Pipeline Management

Pipeline Stages

Stage	Deskripsi
New	Kontak baru, belum dihubungi
Contacted	Sudah dihubungi
Interested	Menunjukkan ketertarikan
Proposal	Sudah dikirim proposal
Negotiation	Dalam negosiasi
Won	Deal closed won
Lost	Deal closed lost

Mengubah Stage

1. Klik kontak

2. Di section Pipeline, klik stage saat ini

3. Pilih stage baru

4. (Opsional) Tambah note

5. Klik "Save"

Deal Value

Field	Deskripsi
Deal Value	Nilai deal (Rp)
Probability	Probabilitas (%)
Expected Close	Tanggal expected close

Tags Management

Menambah Tags

1. Di contact profile

2. Section Tags

3. Klik "+ Add Tag"

4. Pilih atau buat tag baru

5. Klik "Save"

Bulk Tagging

1. Select contacts

2. Klik "Bulk Actions"

3. Pilih "Add Tags"

4. Pilih tags

5. Apply

Remove Tags

1. Di tags list

2. Klik X pada tag

3. Tag akan dihapus

Lihat panduan lengkap Manajemen Tags

Search & Advanced Filter

Basic Search

Ketik di search bar:

• Nama

• Phone

• Email

• Company

Advanced Filter

Filter Type	Operators
Text	contains, equals, starts with
Number	equals, greater than, less than
Date	equals, before, after, between
Tags	has any, has all, does not have
Pipeline	is, is not
Channel	equals

Save Filter as Segment

1. Buat filter

2. Klik "Save as Segment"

3. Masukkan nama segment

4. Segment akan tersimpan untuk reuse

Using Segments

1. Di filter dropdown

2. Pilih "My Segments"

3. Pilih segment yang disimpan

Actions pada Kontak

Action	Deskripsi
View Profile	Lihat detail kontak
Edit	Edit informasi kontak
Start Chat	Mulai percakapan baru
Send Email	Kirim email
Add to Campaign	Tambah ke kampanye
Create Deal	Buat deal baru
Merge	Gabung duplikat
Export	Export data kontak
Delete	Hapus kontak

Merge Duplicates

Find Duplicates

1. Klik "Tools" > "Find Duplicates"

2. Sistem akan scan contacts

3. Tampilkan potential duplicates

Merge Process

1. Select contacts untuk merge

2. Pilih primary contact (yang akan disimpan)

3. Choose which data to keep

4. Klik "Merge"

5. Duplicates akan digabungkan

What Gets Merged

Field	Rule
Basic Info	Primary wins
Tags	Combined
Pipeline	Primary wins
Activity	Combined
Conversations	Combined

Export Contacts

1. Filter contacts yang ingin diexport

2. Klik "Export"

3. Pilih format:

   • CSV

   • Excel

   • VCard

4. Pilih fields

5. Klik "Download"

Best Practices

1. Data Quality

• Validasi nomor telepon saat input

• Gunakan format standar

• Update berkala

• Hapus duplikat

2. Tagging Strategy

• Gunakan naming convention

• Batasi jumlah tags per kontak

• Review tags berkala

• Archivetag lama

3. Pipeline Hygiene

• Update stage secara berkala

• Set realistic deal values

• Review stuck deals

• Archive closed deals

4. Activity Tracking

• Catat setiap interaksi

• Gunakan notes untuk context

• Update pipeline setelah komunikasi