How do you manage contacts in Sponsorvista?
Leks
Last Update 2 months ago
In Sponsorvista you manage all your sponsorship contacts in one central place. Whether it’s a current sponsor, a potential lead, or a former contact – you can easily store the details. This keeps everything organized, transferable, and ready for invoicing or follow-up.
What are contacts?A contact is a person or organization involved (or previously involved) in sponsorship or communication. Examples include:
Current sponsors
Potential sponsors (leads or prospects)
Former sponsors
Interesting companies or relations
Businesses that have never sponsored, but have been in touch
Go to Sponsor Management > Contacts
Click Add new contact
Choose Individual or Company and fill in the fields:
Name, title, email, and phone number
Address details
Invoice email address
Website and social media
Labels (e.g. Sponsor 2022, Easter Tournament, North Region)
Status (e.g. Lead, Prospect, Sponsor)
👉 Sponsorvista automatically looks up known companies and pre-fills available data. This saves time and reduces errors.
Smart filtering & segmentationYou can easily filter contacts by:
Status (e.g. Prospect, Sponsor, Lead)
Labels (e.g. Tournament 2024, Local company)
Owner or responsible user
Date added
Example:
Want to see who used to be a sponsor but isn’t anymore? Filter by status Prospect or Lead and No active sponsorship deal. This way you quickly spot opportunities for reactivation – perfect for sponsor acquisition.
Up-to-date & central: everyone works with the same information
Efficient: automatic enrichment of known company details
Transferable: helpful during board changes or staff absence
Ready for invoicing: correct emails and addresses are always in place
Foundation for all deals: every sponsorship deal is linked to a contact
Acquisition & retention: segmentation by type, status, and history makes targeted follow-up simple