Adding Contacts
☰ More → 👥 Contacts/CRM
Everyone your farm deals with, in one place — and connected to the goats, sales, and conversations they relate to.
Adding a Contact
Tap + Add Contact and fill in what you know. Nothing is required beyond a name; you can add the rest later.
What a Contact Stores
| Field | Notes |
|---|---|
| Name and farm name | Both, since people and farms aren't the same thing |
| Type | See below |
| Email and phone | |
| Location | General — city, state, region |
| Notes | Preferences, what they're looking for, how you know them |
| Favorite | Pins them to the top |
Contact Types
| Type | For |
|---|---|
| 👋 Prospect | Someone interested who hasn't bought yet |
| 💰 Past Buyer | Someone who has |
| 🐐 Breeder | Fellow breeders, mentors, people you buy from |
| 📦 Vendor | Feed store, hay supplier, equipment |
| 🏥 Veterinarian | |
| 📋 Other | Farrier, hauler, anyone else |
The prospect / past buyer split is more useful than it looks. When kids are on the ground, those are two different lists — one to notify, one to follow up with.
Linking to a Farm
Contacts can be linked to a farm in the Herd Manager community, which connects the person to their public farm profile and herd.
Finding Contacts
Search by name or notes, filter by type, or use favorites. See Categories & Favorites.
Related
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