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How Selstack Contacts Connect Leads and Customers

Selstack Updates

2 min read

How Selstack Contacts Connect Leads and Customers

Selstack Contacts gives merchants a shared view of people captured through lead and payment journeys. The source context helps teams follow up without searching separate chats, forms and spreadsheets.

Published 2 August 2026

Selstack Contacts gives merchants a shared view of people captured through lead and payment journeys. The source context helps teams follow up without searching separate chats, forms and spreadsheets.

Capture context at the source

Focused form questions attach useful intent to the contact. Collect only what the business will use.

Search and review one record

Use the Contacts workspace to locate a person and confirm which offer or interaction created the record.

Follow up responsibly

Reference the original request and honour marketing preferences. Limit access to team members who need customer information.

Improve the upstream journey

Repeated missing information or duplicate records indicate that link questions and team routines need adjustment.

Review How Selstack Contacts Connect Leads and Customers before publishing

Review source, consent, customer identity, follow-up owner and data access.

Avoid this: Do not export customer information for unrelated promotion or collect sensitive data without a secure need.

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Open your workspace and put the feature into practice with a real customer journey.

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Need step-by-step help?

Read the related Selstack Help Centre guides.

Marketing and Leads

Search and review Contacts

Find a person and understand the journey that created the record.

2 min

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