Your Contact Book: The Ultimate Networking Tool

Your Contact Book is more than just a list of names, it’s your central hub for leads, connections, and follow-ups. Whether you met someone online, at an event, or over coffee, this tool keeps every contact organised and ready for action.

Here’s how to add, manage, and engage with your contacts effortlessly.

Adding Contacts: Quick & Easy

Adding a new contact takes just seconds. Click “Add New Contact” and start building your list.

Manual Entry: Capture Key Details

✔ Fill in essential details like Name, Email, Phone Number, and Notes
✔ Keep information structured and complete for better follow-ups

Adding Notes: Your Secret Weapon

✔ Notes help you remember key details—jot down how you met or any unique insights
✔ Keep track of important conversations to personalise your follow-ups

Organising Your Contact List

✔ Choose whether to store a contact as “Personal” for private access
✔ Select “Team” to share it with team members for collaborative follow-ups

💡 Example: If you met a client at an industry event, save them under Personal Contacts. If it’s a shared lead for your company, store them under Team Contacts so everyone can access the details.

Saving Contacts: Secure & Ready for Action

✔ Once all details are added, click “Save”
✔ Your contact is now securely stored and instantly available for use

Scanning Business Cards: AI-Powered Capture

✔ Got a stack of business cards? Use “Scan Business Card” to save contact details instantly
✔ Just point your camera at the card, and let V1CE’s smart AI extract the information

🚀 Pro Tip: This feature acts like a personal assistant—perfect for trade shows and networking events.

Filtering Contacts: Find What You Need Fast

✔ Use filters to quickly locate specific contacts
✔ Save time by narrowing your search based on different criteria

Filter by Members: Personal vs. Team Contacts

✔ Select “Personal” to view only your private contacts
✔ View team members' contacts for shared leads and collaboration

Filter by Sub Teams: Organise Shared Leads

✔ Sort contacts by specific sub-teams to focus on relevant leads
✔ Ideal for sales teams, recruiters, and departments managing different client segments

Filter by Content Used for Lead Generation

✔ Want to know which Digital Cards or Smart Links brought in the most leads?
✔ Use the Content filter to see which content generated each contact

Filter by Date Range: Track Your Leads Over Time

✔ Select a specific timeframe to find contacts added during a certain period
✔ Helps track networking success at events, campaigns, or promotions

Taking Action: Engage Right Away

✔ Open a contact and instantly call or email them—no extra steps required
✔ Keep follow-ups seamless and immediate

Export & Auto-Sync: Keep Your Workflows Running Smoothly

✔ Export contacts in bulk for follow-ups
✔ Sync with your CRM for automated lead management and better organisation

🚀 Pro Tip: Set up auto-sync so all new contacts automatically update in your CRM, keeping your sales pipeline flowing.

Pro Tips for Maximising Your Contact Book

✔ Use Notes to track key details and make follow-ups more personal
✔ Apply Filters to quickly find and manage high-priority leads
✔ Sync with Your CRM to automate your contact management
✔ Keep Your Contacts Updated to maintain an organised and efficient database

Your Contact Book: Built for Success

Your Contact Book is more than just a list of names—it’s a powerful tool for growing your network and strengthening your connections.

✔ Keep every lead organised and accessible
✔ Take immediate action with one-click calls and emails
✔ Sync and automate your workflows for smarter networking

With V1CE, managing your contacts has never been easier. Keep it updated, take action, and watch your network grow! 🚀