LEARN ABOUT CONTACTS

The Contacts section inside My Oracle is your personal CRM (Customer Relationship Manager) - a powerhouse for tracking everyone in your world:

leads, clients, and collaborators. At the heart of it is something called Smart Lists , where you can sort, filter, and manage contacts based on their activity, stage, or profile info.

Key Features Of Contacts

Smart Lists = Contact Control Center

  • This is where all your CRM contacts live.

  • You can search, filter, and segment contacts based on tags, actions, pipeline stages, email status, and more.

  • Useful for finding "hot leads," active clients, or people who haven’t booked a call yet, instantly.

Manually Add Contacts

  • Use the “+ Add Contact” button to manually add someone new.

  • Great for events, networking, or adding a client you've just onboarded offline.

  • Useful for entering discovery call leads or new clients on the spot.

Automatic Contact Creation

  • Anytime someone texts you, emails you, calls, or sends a Facebook/Instagram message, they’re automatically added to your CRM.

  • Useful for: capturing every single lead without lifting a finger.

Smart Filters & Segments

  • Filter by tags, source, last activity, email status, appointment history, and more.

  • You can save filters as dynamic lists.

  • Useful for creating targeted email/SMS campaigns or reactivating cold leads.

Custom Fields & Data

  • Each contact profile holds rich data: notes, stage, lead source, tags, deals, call history, and more.

  • Useful for personalising your outreach and tracking every client detail.

Bulk Actions

  • Select multiple contacts to send emails, assign campaigns, apply tags, or move pipeline stages.

  • Useful for launching a reactivation campaign or onboarding multiple leads after a challenge or webinar.

Permissions & Visibility

  • Depending on your user permissions, you may not see every component.

  • Useful for teams that want to delegate access or keep visibility role-specific.

Why Coaches and Service Based Businesses Should Use Contacts & Smart Lists

  • See the Whole Picture - Whether you have 10 clients or 1,000 leads, you can track where everyone is in their journey with you.

  • Stay Organised & Grounded - Know who needs nurturing, who’s ready to buy, and who’s gone cold without confusion.

  • Segment for Precision - Send messages only to the right people at the right time, increasing engagement and conversions.

  • Automate with Clarity - Connect your workflows to Smart Lists so you always know who's getting what, and why.

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