Manage Contacts and Leads

How to work with contact form submissions, subscribe form entries, lead tracking, consent management, and follow-ups in the Resytech CRM.

In Resytech, a Contact (also called a lead) represents someone who has expressed interest in your business but has not yet made a booking. Contacts are typically created automatically when someone submits a contact form or subscribe form on your website. You can also create contacts manually from the dashboard.

The CRM dashboard separates contacts from customers: contacts are potential customers in your pipeline, while customers have completed at least one booking.

How contacts are created

Automatic creation (contact forms)

When a visitor submits a contact form on your website:

The form submission is verified via CAPTCHA.
The system checks if a customer with the same phone number already exists. If so, the email from the form is added to the existing customer record.
If no matching customer is found, the system checks if a contact with the same phone already exists. If so, the new email is appended.
If neither exists, a new contact record is created with:
- Name: First name + Last name from the form
- Email: The submitted email (normalized to lowercase)
- Phone: The submitted phone number
- Source: website
- Obtain Method: contact_form
- Contact Consent: true
An alert email is sent to your support email address with the form details.

When a visitor submits a subscribe form (email-only):

The form is verified via CAPTCHA.
A contact record is created with the email and source information.

Manual creation

Navigate to CRM in the sidebar.
From the CRM dashboard or the contacts list, create a new contact.
Fill in the contact fields:

Field	Required	Description
Name	Yes	The contact's name. Maximum 100 characters.
Emails	Yes	One or more email addresses.
Phone	No	A phone number.
Source	Yes	Where this lead came from. Maximum 100 characters. Common values: `website`, `referral`, `event`, `social-media`.
Customer ID	No	If this contact is associated with an existing customer, provide the customer ID to link them.
Contact Consent	No	Whether the contact has given permission to be contacted. Defaults to `true`.
Obtain Method	No	How the contact info was obtained. Maximum 100 characters. Defaults to `manual`. Common values: `contact_form`, `subscribe_form`, `manual`, `import`.

Click Create.

Viewing and filtering contacts

Navigate to the contacts list from the CRM dashboard's Lead Management quick action.

Available filters

Filter	Description
Source	Filter by acquisition source (e.g., `website`, `referral`).
Obtain Method	Filter by how the contact was obtained (e.g., `contact_form`, `manual`, `processed`, `follow-up-scheduled`).
Date From / Date To	Filter contacts by the date they were created.
Contact Consent	Filter by whether the contact gave consent to be contacted (`true` or `false`).
Customer ID	Filter contacts linked to a specific customer.

Results are paginated at 50 contacts per page, sorted by most recent first.

Contact statuses and lifecycle

Contacts move through a simple lifecycle tracked by the Obtain Method and Status fields:

Status	Obtain Method	Meaning
Lead	`contact_form`, `subscribe_form`, `manual`	New contact, not yet processed
Processed	`processed`	Contact has been reviewed and handled
Follow-up scheduled	`follow-up-scheduled`	A follow-up action has been scheduled
Converted	--	The contact has made a purchase and became a customer

Marking a contact as complete

Open the contact's detail view.
Click Mark as Complete (or use the complete endpoint).
The obtain method is updated to processed.

Scheduling a follow-up

Open the contact's detail view.
Click Schedule Follow-Up.
The obtain method is updated to follow-up-scheduled and the source is annotated with the follow-up date.

Editing a contact

Open the contact from the contacts list.
Update any field:

Field	Description
Name	Update the contact's name.
Emails	Add or change email addresses.
Phone	Update the phone number.
Source	Change the lead source.
Contact Consent	Toggle marketing consent.
Obtain Method	Update the processing status.

Save the changes.

Deleting a contact

Open the contact from the contacts list.
Click Delete.
Confirm the deletion.

Deleting a contact permanently removes the record. This action cannot be undone.

CRM analytics for contacts

The CRM provides analytics on your contact pipeline. Navigate to the Analytics section from the CRM dashboard to see:

Metric	Description
Contacts This Month	Number of new contacts created in the current month.
Contacts Last Month	Number of new contacts created last month.
Growth Percentage	Month-over-month change in contact volume.
Contacts by Source	Breakdown of contacts by acquisition source with count and percentage.
Monthly Trends	A month-by-month chart showing contact and customer counts over time.
Total Customers	Total customer count for your location.
Active Customers	Customers who had a confirmed booking in the last 3 months.
Average Customer Value	The average total spend across all customers who have at least one confirmed booking.

Analytics default to the last 6 months but can be filtered by a custom date range.

Tips

Contacts auto-deduplicate by phone. If someone submits a contact form and their phone already matches an existing customer or contact, the system appends the new email rather than creating a duplicate.
Use consent tracking. The contactConsent field helps you comply with marketing regulations. Filter by consent before sending bulk communications.
Source values are free-form. Establish naming conventions (e.g., always use lowercase, use hyphens) so your analytics breakdowns remain clean.
Contacts are location-scoped. Each location has its own contact list. Multi-location businesses see only the contacts for the currently selected location.

Manage Contacts and Leads

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