Contacts are at the heart of Limitlytics. They represent the people moving through your sales pipeline -- from the moment they enter as a lead to the moment they become a paying customer (or churn).
What is a contact?
A contact is a person your team is working with. Each contact has:
- Name (required)
- Email (optional)
- Phone (optional)
- Company name (optional)
- Billing address (optional)
- VAT number (optional)
- Source -- where they came from (e.g., LinkedIn, Referral, Google Ads). See Contact Sources
- Status -- their current stage in the sales funnel
- Assigned users -- one or more team members responsible for this contact
- Lifetime committed value -- total value of all deals closed with this contact
- Lifetime paid value -- total amount actually collected
- Notes -- internal notes attached to the contact
- Audit trail -- a complete history of every change made to the contact
The sales funnel
Every contact moves through a 12-step funnel. Each stage represents where they are in your sales process:
| Stage | Description |
|---|---|
| New lead | Just entered your pipeline. No action taken yet. |
| Lead magnet offered | You've offered them a lead magnet (free resource, download, etc.). |
| Opt-in | They've opted in -- shown interest by taking an action. |
| Call proposed | You've proposed a call or meeting. |
| Call booked | The call or meeting is scheduled. |
| Call show-up | They showed up to the call. |
| Offer presented | You've presented them with a specific offer and price. |
| Consideration | They're thinking it over. |
| Short-term follow-up | You're actively following up (days/weeks). |
| Long-term follow-up | Still in the pipeline but on a longer follow-up cycle. |
| Customer | They've bought. The deal is closed. |
| Churned | They've left or the deal fell through. |
Tip: You don't have to go through every stage in order. You can move a contact directly from "New lead" to "Customer" if the sale happens fast, or skip stages that don't apply to your process.
Contact visibility
Who can see which contacts depends on your role:
- Admin users can see all contacts across the team
- Regular users can only see contacts assigned to them
This means if you're a non-admin and a contact hasn't been assigned to you, it won't appear in your contacts board or table view.
Admin tip: When creating a contact, the creator is automatically assigned. To share visibility with other team members, assign additional users to the contact.
Contact assignment
Each contact can be assigned to one or more team members. This controls:
- Visibility -- non-admin users only see their assigned contacts
- Accountability -- it's clear who is responsible for progressing each contact
When a contact is created, the creator is automatically assigned. Admins can add or remove assignments at any time by editing the contact.
Audit trail
Every change to a contact is recorded and attributed to the user who made it. The audit trail tracks:
- Name, email, phone, and source changes
- Status transitions (with timestamps and metadata)
- Lifetime value updates
- User assignment changes
- Note additions, edits, and deletions
You can view a contact's full history using the Timeline action. See Contact Actions for details.
Next steps
- Contacts Board -- manage contacts visually
- Table View -- search, filter, and bulk-manage contacts
- Contact Actions -- notes, invoices, timeline, payments, and upsells
- Contact Sources -- all 24 source types explained