Managing Contacts

Contacts are at the heart of your CRM. They represent the companies and people you do business with.

Creating a Contact

1. Navigate to Contacts in the sidebar.
2. Click New Contact.
3. Choose the type: Company or Person.
4. Fill in the details and click Save.

Available Fields

• Name — The contact's display name (company name or person's full name).
• Email — Primary email address.
• Phone — Primary phone number.
• Address — Physical address (multi-line supported).
• Company — For person contacts, links the person to a company contact as an employee.

Contact Types

Companies

Company contacts represent business entities. Use them to:

• Track organizations you're selling to or working with.
• Group deals by client company.
• Store company-level information (address, contact details).
• Link employees (person contacts) to the company.

People

Person contacts represent individuals. They can be:

• Standalone contacts (freelancers, consultants, prospects).
• Linked to a company contact as an employee.
• Associated with deals, tasks, and projects.

When you open a company contact, you'll see all linked person contacts in the Employees section.

Contact Detail Page

Click any contact to open its detail page, which includes:

• Overview — Basic contact information with inline editing.
• Deals — All deals linked to this contact.
• Tasks — All tasks linked to this contact.
• Projects — Projects associated with this contact.
• Activity Timeline — All notes and changes in reverse chronological order.
• Employees — For company contacts, the linked person contacts.

Inline Editing

Most fields on the contact detail page support inline editing — click any field to edit it directly without opening a separate form.

Searching Contacts

Use the search bar at the top of the Contacts page to find contacts by name, email, or phone number. Search works across both companies and people.

Filtering and Sorting

The contacts table supports filtering by contact type (Company / Person) and sorting by name or creation date.

Deleting a Contact

Open the contact detail page and click the delete option in the actions menu. Deleting a contact will unlink (but not delete) any associated deals and tasks. This action is permanent.