Recruiters and sourcers
Onboarding a new batch of leads from a sourcing campaign and needing to filter by source and assign tags.
Categories
About
The Contacts mind map template provides a structured interface for managing a contact database, covering filtering, searching, editing, and adding entries. With 61 nodes organized under one root, it includes specific features like 'Filters' (by source, campaign, tags, phone, email, date, job title, company, location), 'Actions' (push to Greenhouse, Hubspot, JobAdder, enrich emails/phones, stop outreach), and 'Change stage' (Sourced, Messaged, Opened, Replied, Interested). This Contacts mind map template is ideal for recruiters and sales teams who need a visual cheat sheet for CRM workflows.
Terms and ConditionsWhen to use this template
Sales operations and CRM admins
Preparing to push enriched contact data into Hubspot or Greenhouse after email verification.
Sales development representatives (SDRs)
Reviewing outreach pipeline stages and updating contact statuses from 'Messaged' to 'Replied'.
How to use this template
Step 1
Launch the Xmind Application
Open the .xmind file in Xmind desktop or web app.
Step 2
Define Your Contact Criteria
Review the 'Filters' branch to set your preferred contact criteria (e.g., 'All Contacts', 'Campaigns', 'Tags').
Step 3
Configure CRM Integration Steps
Customize the 'Actions' branch by adding your own CRM integration steps or enrichment services.
Step 4
Track Progress and Rename Stages
Use the 'Change stage' branch to track contact progress by renaming stages as needed.
Step 5
Share the Visual Workflow
Export or share the mind map as a visual reference for your team's contact management workflow.
Frequently asked questions
It includes 61 nodes covering filters, search, visibility toggles, actions (push to CRM, enrich data), stage changes, downloads, and adding contacts manually or via spreadsheet.
Open the .xmind file, then customize the 'Filters' and 'Actions' branches to match your CRM fields. Use 'Change stage' to track contact progress and 'Add contacts' to import new leads.
Yes, all nodes are fully editable. You can add, remove, or rename branches like 'Push to Hubspot' or 'Enrich Emails' to fit your workflow.
The template includes action nodes for 'Push to Greenhouse', 'Push to Hubspot', and 'Push to JobAdder', which you can map to your actual integration steps.
It lets you toggle visibility of contact fields such as 'Phones', 'Job Title', 'Company', 'Location', 'Campaign', 'Stage', and 'Tags' in your contact list view.
Got an inspiring template?
Share your mind map templates with creators around the world and start earning from your work.
Free template