Overview

The Contacts tab is where your tagged Messenger contacts are stored and organized.

When you tag someone in Messenger using DMCRM, they are automatically added as a contact. From there, you can review their information, update their pipeline stage, add notes, and keep track of who needs follow-up.

The Contacts tab helps turn scattered Messenger conversations into an organized lead database.


What You Can Do In The Contacts Tab

In the Contacts tab, you can:

  • View your saved Messenger contacts

  • Search or sort contacts

  • Filter contacts by tag

  • Filter contacts by pipeline

  • Filter contacts by stage

  • Filter contacts by priority

  • Open a contact card

  • Update contact details

  • Add notes

  • Add phone or email information

  • Change pipeline stage

  • Open the Messenger conversation for that contact


How Contacts Are Created

Contacts are usually created when you tag someone in Facebook Messenger.

For example, you might tag someone as:

  • Lead

  • Prospect

  • Client

  • Follow Up

  • Hot Lead

  • Team

  • Any custom tag you create

Once tagged, that person becomes easier to find and follow up with inside DMCRM.


Contact Filters

The Contacts tab includes filters to help you find the right people faster.

You can filter by:

  • Tag

  • Pipeline

  • Stage

  • Priority

This is useful when you want to quickly find contacts like:

  • all new leads

  • all follow-up contacts

  • all hot prospects

  • all clients

  • all contacts in a specific pipeline stage


Contact Card

Clicking a contact opens their contact card.

The contact card can include:

  • Contact name

  • Tag

  • Pipeline

  • Stage

  • Messenger link

  • Facebook profile link

  • Priority

  • Email

  • Phone

  • Notes

This gives you one place to store the context you need before following up.


Notes

The Notes field is useful for saving reminders, context, or next steps.

Examples:

  • “Interested in coaching program”

  • “Asked for pricing”

  • “Follow up Friday”

  • “Booked call for next week”

  • “Wants more info after payday”

Good notes help you avoid forgetting important conversation details.


Priority

Priority helps you decide who needs attention first.

For example:

  • Priority 1: hottest leads or urgent follow-ups

  • Priority 3: normal leads

  • Priority 5: lower-priority contacts

Use priority to focus your time on the contacts most likely to turn into calls or deals.


Messenger Link

The Messenger link helps you quickly return to the conversation.

This is one of the most useful parts of DMCRM because it helps you move from “organized contact” back into the actual conversation where deals happen.


Why The Contacts Tab Matters

Most people lose leads because Messenger conversations get buried.

The Contacts tab helps solve that by giving you a searchable, organized list of people you have tagged.

This helps you:

  • find leads faster

  • remember who needs follow-up

  • keep notes on important conversations

  • organize prospects by stage

  • move people toward booked calls and closed deals


Best Practices

Tag new leads as soon as you notice them in Messenger.

Add notes after important conversations.

Use pipeline stages to track where each person is in your sales process.

Use priority to focus on your best opportunities first.

Check Contacts regularly so leads do not get forgotten.


Common Questions

Why is my contact not showing?

Make sure you tagged the person in Messenger using DMCRM. If needed, refresh DMCRM and check the Contacts tab again.


Can I edit a contact?

Yes. Open the contact card and update the available fields.


Should I add notes to every contact?

You do not have to, but notes are very helpful for leads you plan to follow up with.