ClickSabi Pro
Contacts & Messages
Inside a contact record
The tabs on a contact, lifecycle stages, ownership and private notes.
Tabs
A contact opens on Overview, with Messages, Activity, Proposals, Designs, Projects, Documents, Payments, Notes, Warranties, Equipment, Maintenance, Referrals and Portal alongside it.
Lifecycle stage
The stage is derived from real events, not set by hand: New lead, Contacted, Proposal in progress, Proposal sent, Decision pending, Customer, Project active, Project complete, Long-term care, Inactive.
Ownership
Each contact can be assigned to a teammate. Reassigning is available from the record header, along with resending the portal invitation and exporting the record.
Notes stay private
The Notes tab is provider-only. Internal notes, assignments and AI suggestions are never shown to the customer.
Related articles
- Contacts & MessagesHow customers and providers stay connectedWhat a connected relationship is and what each side can see.
- Contacts & MessagesWorking the Messages inboxViews, assignment and what the queue is telling you.
- Privacy & SecurityWhat your customers can and cannot seeThe permission boundary between a provider workspace and a customer account.
- Contacts & MessagesAdding a contactCreate a contact record, avoid duplicates, and optionally invite.
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