Contacts and Activity Feed
Your automatically-built customer directory and the dashboard activity stream
Two quieter pages that become more useful the longer you use WinFactor: the contact directory that builds itself, and the activity feed that answers "what happened while I was away?"
Contacts
Every submission automatically creates or updates a contact — name, email, phone — so your customer directory grows without data entry. Repeat customers accumulate a submission count, which is often your best signal for who deserves proactive attention.
On the Contacts page you can:
- Search by name, email, or company
- Add contacts manually (e.g., from a phone inquiry, so the next quote starts faster)
- Edit details — address fields you complete here flow into future quotes for that customer
- Star the contacts that matter most, and filter to starred
- Delete entries that shouldn't be there
When you create a quote, the contact picker pulls from this directory — complete contact data here means complete customer blocks on quotes.
Syncing with a CRM
If your customer data lives in HubSpot, Salesforce, or another CRM, the directory can stay in sync both ways through the developer API (Pro and up) or simple ActivePieces flows — e.g., "every new WinFactor contact becomes a CRM contact, and CRM edits flow back."
Activity feed
The dashboard's activity feed is a reverse-chronological stream of meaningful events: submissions arriving, quotes being viewed, accepted, or rejected, leads from your public page.
Use it as the morning triage view:
- a viewed quote that hasn't turned into accepted after a few days is a follow-up candidate
- a burst of submissions from one template tells you which product (or campaign) is working
- each entry links straight to the underlying submission or quote
For anything the feed shows, your team can also be notified actively — email per event type, WhatsApp for leads — under Settings → Notifications.