Skip to Content
CRM & SalesContacts

Contacts

Manage your business contacts in one place and link them to leads for a complete picture of your relationships.

🎬Contacts — Demo VideoComing soon

Creating a Contact

Click Contacts in the sidebar.

Click “Add Contact”

Fill in:

  • Name — Full name
  • Email and Phone
  • Company — Organization name
  • Job Title
  • Address
  • Source — Where you met this contact
  • Tags — Categorize with labels
  • Notes — Any additional details

Save

Click Save to add the contact.

Contact List

  • Search by name, email, or company
  • Filter by source, tags, or country
  • Sort by name or date created
  • View contact statistics — total contacts, by country

Associate contacts with leads to track who’s involved in a deal:

  1. Open a lead → go to Points of Contact
  2. Click “Add Contact”
  3. Select an existing contact or create a new one
  4. Assign a role:
    • Decision Maker — The person who signs off
    • Influencer — Someone who influences the decision
    • End User — The person who will use the product
    • Technical Contact — For technical evaluations

Import Contacts

Bulk import contacts from a CSV file:

  1. Click “Import” on the contacts page
  2. Upload your CSV file
  3. Map CSV columns to Tickmark contact fields
  4. Review and confirm the import
Last updated on
EnquiriesSaved Searches