Managing Your Contacts
The Contacts section in your Business Studio is your central address book for every lead, prospect, client, or company you interact with on Tripletake. It allows you to organize relationships, track lifecycle stages, and view engagement across chats, emails, and events — all in one place.
Understanding the Contacts Dashboard
When you open the Contacts tab, you'll see a sortable table that displays your full list of individual contacts.
Name - Username or display name associated with the contact
Email / Phone - Shows if provided; click a contact to view full details
Company Name - Automatically tied to their organization, if added
LTV - Lifetime value – calculated from revenue attributed to this contact
You can also:
Search using Ctrl + F or the search bar
Sort each column by clicking the column header
Import or export contacts using the up/down arrow icons
Adding a New Contact
To manually add a new contact:
1. Click the “+ Add Contact” button (top right)
2. Fill out the modal form with the following fields:
Name (Required). This is how your contact will appear in the system.
Email (Optional). You can enter multiple emails separated by a space.
Phone (Optional). Use international formatting if applicable.
Company (Optional). Choose an existing company, add a new company, or leave as “No Association”.
3. Click Add Contact to save
Working with Companies
Click the “Companies” tab to view and manage organizations you've worked with.
Each company can be associated with multiple contacts, making it easier to track group bookings or vendor relationships under one umbrella.
Viewing Contact Details
Click any contact in your list to open their detailed profile panel.
Here you’ll find:
Contact information (email, phone, association)
Lifecycle status and relationship data
Tabs for:
Overview. Lifespan, Event count, Revenue
Chats & Emails. Interaction history with this contact
Notes. Add internal notes for team use
Activity. Log of engagement and updates
If duplicate records are detected, you’ll see a prompt to Resolve Now — helping keep your CRM clean.
Lifecycle Overview
Every contact in your system comes with a built-in Lifecycle profile. A combination of status and performance metrics that help you quickly understand the health and value of that relationship.
🧭 At a Glance
When viewing a contact, you’ll see a Lifecycle Summary that includes:
Lifecycle Stage. What type of contact this is (Lead, Prospect, or Client)
Lifespan. How long this contact has existed in your system (measured in days)
Events. Number of events this contact has booked with you
Revenue. Total amount this contact has paid for booked events
This information appears in the Overview tab of a contact’s sidebar.
Lifecycle Stages Defined
Lead. A newly added contact with no meaningful engagement yet (no conversations or quotes)
Prospect. A contact who has shown interest or has engaged in conversation, but not yet booked
Client. A contact who has booked at least one paid event with you
📌 Lifecycle stages are assigned automatically based on engagement patterns, but manual override functionality will be added in future versions.
Best Practices for Managing Contacts
Add notes after calls or meetings to keep track of follow-ups
Use consistent naming conventions for companies and contacts
Periodically check for and resolve duplicates
Link contacts to events for better context tracking
Add email and phone data whenever possible for smoother messaging
Frequently Asked Questions
Can I manually add a new contact?
Yes. Just click + Add Contact at the top of your Contacts tab to create a new record with name, email, and phone info.
How are contacts created automatically?
Contacts are created when someone fills out your Web Form or submits an inquiry through your profile.
Can I delete a contact?
Yes. To delete a contact, click into their profile, open the options menu (···), and select Delete Contact. Keep in mind this will also remove any associated opportunities or history.
Where can I see my message history with a contact?
Click on any contact, then scroll to the Conversations or Emails section to view your past communication.
