People & Smart Lists: Managing Your Connections with Care
Why You Need This Tool
In any business, your people are your most important asset. But as you grow, it becomes impossible to remember every detail about every client. If your contact list is just a giant pile of names, things get messy fast.
We built the People section of The Pondo to be more than just a digital rolodex. It is a smart system that helps you stay organized, intentional, and personal with every single person you serve.
How to Access Your People List
Whether you are at your desk or on the move, your database is always within reach.
On your Desktop: Look at the left-hand sidebar menu and click on People.
On your Phone: Open the Lead Connector app and tap the Address Book icon at the very bottom of the screen.
How to Add a New Person
You can add a new lead or client to your system manually in seconds.
On Desktop: Click the + Add Contact button at the top of the People page.
The Details: A window will slide out. Fill in their Name, Email, and Phone Number. Scroll to the bottom and click Save.
On Mobile: Tap the + (plus) icon in the top right corner, enter their details, and tap Save.
The Right Side: Your Action Center
When you open a specific contact’s profile, the Right-Hand Side of the screen is where you manage their status and future. It’s organized into specific blocks so you can see exactly what is happening with this person:
Tags: This is the first section. Think of tags as "digital labels."
Workflows: Shows you which automated follow-up sequences they are currently in.
Opportunities: Shows you where they are in your sales or service pipeline.
Tasks: Where you set reminders for yourself to follow up (e.g., "Call back on Tuesday").
How to Add a Tag
Tags allow you to categorize people so you can find them later (e.g., "VIP," "New Lead," or "Spring Sale").
Step 1: In the contact profile, look at the Tags section on the right.
Step 2: Click the + Plus or the search bar inside the Tag box.
Step 3: Type your label (e.g., Active Client) and hit Enter.
The Result: That tag is now permanently attached to their file. You can remove it anytime by clicking the 'X' on the tag.
The "Smart List" Advantage
A Smart List is a "saved search" that stays updated automatically based on your tags.
Automatic Sorting: Once you filter your list by a specific Tag (like "VIP") and save it as a Smart List, it creates a new tab at the top of your page.
Live Updates: Every time you tag a new person as a "VIP," they automatically appear in that tab without you doing a thing.
A Simple Summary for the "Non-Techie"
People = Your digital address book.
+ Add Contact = Creating a new entry.
The Right Side = Where you manage Tags and Tasks for that person.
Tags = Labels used to group people together.
Smart Lists = The tabs at the top that keep your groups organized.
