Keep what happened with a person in one place, and set reminders for what is next.
Open a contact (click their name anywhere in Artra).
Click "Log" to record a call, meeting or email that happened outside Artra.
Pick the type, add the outcome and save. It appears on the timeline.
Click "Note" for free-form notes. Max and your agents read these when they write to this person.
Write the note and save.
Click "Status" to move them between active, replied, meeting booked, not interested and so on.
Choose the status. Statuses drive the pipeline and the Positive replies list.
Click "Tasks" to add a reminder — tasks show on your calendar and in Message Center on the day they are due.
Give the task a title and due date.
Import contacts from a CSV
Upload a spreadsheet of people, map the columns and optionally drop them straight into a sequence.
Add one contact by hand
Create a single contact without a spreadsheet.
Add contacts to a sequence
Select people in the Contacts table and enroll them in a sequence in one go.
Search, sort and choose columns
Find people fast and show only the columns you care about.
Work a contact from their profile
Everything about one person: activity, sequences, calls, tasks, and quick actions.
Verify email addresses
Check which addresses are safe to send to before they go into a sequence. Only invalid ones are skipped when sending.