Skip to main content
Contacts Manager is a results only role, made for clients and sales teams who need to handle leads without touching the funnel setup. Your funnels stay safe, and the person gets the data they need. Contacts Managers do not use a team seat. To give someone this role, see Invite a teammate or client.

​
What a Contacts Manager sees

  • Their workspaces only: After signing in, Your workspaces lists only the workspaces they were added to. They can switch only between those.
  • A read only funnel list: Inside a workspace they see Your role here with the Contacts Manager badge. There is no “Create Funnel” button and no menu to edit or delete funnels.
  • The Leads page: Clicking a funnel opens its leads. They do not see the editor. The tabs Leads, Analytics and Activity are at the top.

​
What they can do with leads

  • Update a lead’s status: Move leads through your pipeline, for example from CONTACTED to MEETING to CONVERTED.
  • Add notes: Write internal comments on a lead to track your conversation.
  • Search and filter: Find people with the search box and filters.
  • Export: Download leads as CSV or Excel. See Export your leads.

​
What they can see in Analytics and Activity

  • Analytics: How many visitors become leads, and where traffic, devices and countries come from. See Funnel analytics.
  • Activity: New leads, status changes and notes. See Activity log.

​
Important to note

  • A Contacts Manager cannot create, edit, publish or delete funnels. They cannot invite people or open Members, which is for Global Admins. They cannot open workspace settings such as domains or senders.
  • They cannot see workspaces you did not add them to.

​
Troubleshooting

They only see workspaces they were added to. Open Members, click “Manage access” on their row and add the workspace. See Invite a teammate or client.
Change their role. Click the … menu on the workspace card, then “Workspace settings”, then Members. Click the … menu on their row and choose a new role, such as “Change to Content Editor”. Content Editors use a team seat, but they cannot see lead data.
You can add a Contacts Manager to each workspace you choose, and they still use no seat.

​
What to do next

Invite a teammate or client

Invite a teammate or client and choose their role.

How team seats work

See which roles use a seat.

View and manage your leads

See what your client will work with.
Need help? Email support@askfunnel.com.