Managing Contacts in Kinexa Mitra

Managing Contacts in Kinexa Mitra

Contacts are the foundation of your CRM. Every prospect, customer, vendor, or partner lives here.

Adding a Contact

1. Open the Contacts menu
2. Click + New Contact
3. Fill in name, business email, phone (use the +62 format for WhatsApp), and company
4. Add tags such as "hot-lead", "reseller", or "Jakarta" for easy filtering

Custom Fields

Indonesian businesses often track extra data like NPWP, industry (retail, F&B, manufaktur), or referral source. Go to Settings → Custom Fields to add your own fields.

Segments and Filters

• Use the search bar to filter by tag, city, or pipeline stage
• Save a filter as a Segment (e.g. "Prospek Surabaya belum di-follow-up") to reuse it
• Segments power bulk WhatsApp blasts and email campaigns

Avoiding Duplicates

Mitra warns you when an email or phone number already exists. Use Merge Contacts to combine duplicate records without losing notes or deal history.

Best Practice

Assign every contact an owner so follow-up responsibility is always clear within your team.