Contact Profiles & Data

SkunkCRM's contact profiles provide a complete 360-degree view of each lead and customer, combining basic contact information with relationship tracking and custom data fields tailored to your business needs.

Contact Profile Overview

Complete contact profile with all essential information and interaction history

Each contact in SkunkCRM includes a comprehensive profile that serves as the single source of truth for all customer information. Profiles are designed to grow with your relationships, capturing more data over time while maintaining clean, organized information.

Core Contact Information

Basic Contact Details

Clean, organized contact information panel

Essential Fields:

Full Name - Primary contact identifier
Email Address - Main communication channel
Phone Number - Direct contact number
Company Name - Organization association
Job Title - Role and responsibility
Physical Address - Complete mailing address

Additional Details:

Website - Company or personal website
Social Media Profiles - LinkedIn, Twitter, Facebook links
Profile Photo/Avatar - Visual identification
Contact Source - How they found you
Date Added - When they entered your CRM

Contact Status Management

Contact Status Pipeline Visual status management with drag-and-drop functionality

Default Contact Statuses:

Lead - High interest, ready to buy
Warm Lead - Engaged but needs nurturing
Cold Lead - Early stage, minimal engagement
Prospect - Qualified potential customer
Customer - Active paying customer
Lost - Opportunity didn't convert
Unqualified - Not a good fit for your product

Status Features:

Visual Pipeline - Drag and drop contacts between statuses
Custom Statuses - Create statuses that match your sales process
Status History - Track when and why statuses changed
Automatic Transitions - Rules-based status updates

Relationship Tracking

Lead Attribution

Lead Source Tracking Track how contacts discovered your business

Lead Sources:

Website - Direct website visitors
Referral - Referred by existing customers
Social Media - Facebook, LinkedIn, Twitter
Email Marketing - Newsletter, campaigns
Paid Advertising - Google Ads, Facebook Ads
Events - Conferences, trade shows, webinars
Cold Outreach - Phone calls, emails
Partnership - Channel partners, affiliates

Attribution Benefits:

ROI Tracking - Measure marketing channel effectiveness
Budget Optimization - Invest in highest-converting sources
Campaign Analysis - Understand what messaging resonates
Team Performance - Track individual and team lead generation

Team Assignment

Contact Assignment Assign contacts to team members with role-based permissions

Assignment Features:

Primary Owner - Main point of contact for the customer
Secondary Contacts - Additional team members involved
Assignment Rules - Automatic assignment based on criteria
Workload Balancing - Distribute contacts evenly across team
Permission Controls - Role-based access to contact data

Assignment Benefits:

Clear Accountability - Everyone knows who owns each contact
Better Follow-up - Assigned person responsible for next steps
Team Collaboration - Multiple people can work with same contact
Performance Tracking - Monitor individual team member success

Customer Lifetime Value

Customer Value Tracking Track and predict customer value over time

Value Metrics:

Total Revenue - All purchases and payments
Average Deal Size - Typical transaction value
Purchase Frequency - How often they buy
Predicted CLV - Estimated lifetime value
Retention Rate - How long they stay customers
Upsell Potential - Opportunities for expansion

Custom Fields & Data

Industry-Specific Fields

Custom Fields Configuration Configure custom fields for your specific business needs

Common Custom Fields:

Industry - Healthcare, Technology, Finance, etc.
Company Size - Number of employees or revenue range
Budget Range - Available spending capacity
Purchase Timeline - When they plan to buy
Decision Makers - Who influences purchasing decisions
Pain Points - Problems your product solves
Current Solutions - What they use now
Competitors - Alternative options they're considering

Field Types and Options

Available Field Types:

Text - Short text entries (names, titles)
Textarea - Long text (notes, descriptions)
Number - Numeric values (revenue, employees)
Date - Specific dates (meeting, deadline)
Dropdown - Predefined options (status, category)
Checkbox - Yes/no options (newsletter, terms)
URL - Website links
Email - Additional email addresses

Field Configuration:

Required Fields - Must be filled before saving
Default Values - Pre-populate with common values
Field Groups - Organize related fields together
Conditional Logic - Show fields based on other selections
Validation Rules - Ensure data quality and consistency

Data Quality Management

Data Validation Tools Built-in tools to maintain clean, accurate contact data

Validation Features:

Email Validation - Verify email format and deliverability
Phone Formatting - Standardize phone number formats
Duplicate Detection - Identify potential duplicate contacts
Required Field Checks - Ensure critical information is complete
Data Enrichment - Auto-populate missing information

Data Cleanup Tools:

Merge Duplicates - Combine duplicate contact records
Bulk Updates - Update multiple contacts simultaneously
Data Import Validation - Check imported data quality
Export Options - Backup and analyze contact data
Activity Logs - Track all changes to contact records

Contact Activity Timeline

Interaction History

Activity Timeline Comprehensive timeline of all contact interactions

Tracked Activities:

Email Communications - Sent, received, opened, clicked
Phone Calls - Call logs with duration and outcomes
Meetings - Scheduled and completed appointments
Website Activity - Pages visited, forms submitted
Deal Activities - Proposals, negotiations, purchases
Task Completion - Follow-ups and to-dos
Status Changes - Pipeline progression
Note Additions - Team member observations

Communication Logs

Email Integration:

Sent Emails - Messages sent from CRM
Received Emails - Responses and new messages
Open Tracking - When emails are opened
Click Tracking - Links clicked in emails
Bounce Tracking - Failed delivery notifications

Call Logging:

Manual Logs - Team member call reports
Automatic Logs - Phone system integration
Call Recordings - Audio files (where legal)
Call Notes - Outcomes and next steps
Follow-up Tasks - Actions required after calls

WordPress Integration

User Synchronization

WordPress User Sync Seamless integration with WordPress user accounts

User Integration Features:

Automatic Sync - WordPress users become CRM contacts
Role Mapping - Map user roles to contact statuses
Profile Updates - Changes sync between systems
Permission Inheritance - Respect WordPress capabilities
Custom Field Mapping - Map user meta to contact fields

Benefits:

Single Database - No duplicate user management
Consistent Data - Information stays in sync
Easy Onboarding - Existing users automatically imported
Security - WordPress authentication and permissions

Form Integration

WordPress Form Integration Capture leads automatically from WordPress forms

Supported Form Plugins:

Contact Form 7 - Popular free contact form plugin
Gravity Forms - Advanced form builder with conditional logic
WPForms - Drag-and-drop form builder
Ninja Forms - Multi-step form capabilities
Custom Forms - Via WordPress hooks and filters

Integration Features:

Automatic Contact Creation - Forms submissions become contacts
Field Mapping - Map form fields to contact data
Duplicate Prevention - Avoid creating duplicate contacts
Status Assignment - Set initial contact status
Tag Application - Automatically tag form submissions

Developer Customization

Custom Field Types

Create specialized field types for your business:

// Add custom field type
add_filter('skunkcrm_custom_field_types', function($types) {
    $types['priority'] = [
        'label' => 'Priority Level',
        'type' => 'select',
        'options' => ['Low', 'Medium', 'High', 'Critical']
    ];
    return $types;
});

Data Validation Hooks

Implement custom validation rules:

// Custom validation for contact data
add_filter('skunkcrm_validate_contact_data', function($errors, $data) {
    if (empty($data['industry']) && $data['company_size'] > 100) {
        $errors[] = 'Industry is required for companies with 100+ employees';
    }
    return $errors;
}, 10, 2);

Profile Customization

Modify contact profile display:

// Add custom profile section
add_action('skunkcrm_contact_profile_sections', function($contact_id) {
    $custom_data = get_custom_contact_data($contact_id);
    echo '<div class="custom-section">';
    echo '<h3>Industry Insights</h3>';
    echo '<p>' . esc_html($custom_data['insights']) . '</p>';
    echo '</div>';
});

Best Practices

Data Entry Standards

Consistent Naming - Use standardized company and contact names
Complete Profiles - Fill in all relevant information
Regular Updates - Keep contact information current
Source Tracking - Always record how contacts were acquired
Team Training - Ensure consistent data entry practices

Profile Management

Regular Reviews - Audit profiles for completeness and accuracy
Duplicate Prevention - Check for existing contacts before creating new ones
Status Updates - Keep contact statuses current and meaningful
Activity Logging - Document all significant interactions
Privacy Compliance - Follow GDPR and data protection regulations

Custom Field Strategy

Essential Only - Don't over-complicate with too many fields
Clear Labels - Use descriptive, unambiguous field names
Logical Grouping - Organize related fields together
Default Values - Use defaults to speed up data entry
Regular Cleanup - Remove unused or outdated custom fields

Troubleshooting

Common Issues

Contact not appearing in searches:

Check contact status filters
Verify search terms match stored data
Review user permissions and access rights
Ensure contact hasn't been accidentally deleted

Custom fields not saving:

Verify field permissions and requirements
Check for validation errors
Ensure proper field configuration
Review WordPress user capabilities

Sync issues with WordPress users:

Check user role mappings
Verify sync settings are enabled
Review error logs for sync failures
Confirm database permissions

Data Quality Issues

Duplicate contacts:

Use built-in duplicate detection tools
Implement merge processes for duplicates
Set up validation rules to prevent duplicates
Train team on duplicate prevention

Incomplete profiles:

Set required fields for critical information
Use data enrichment tools where available
Implement progressive profiling strategies
Regular data quality audits

Next Steps

Once you've mastered contact profiles and data management: