Every person you work with — leads, clients, partners, referrers — lives in your Contacts list. Each contact carries a full history of every email, SMS, call, meeting, and deal, so anyone on your team can pick up a conversation without asking "what happened last time?"
The Contacts List
The main contacts page shows everyone in your database. Search by name, email, phone, or any custom field. Filter by tags, lead source, or linked account. Sort by last activity to see who you haven't spoken to recently.
Contact Detail Page
Click any contact to see their full profile. The detail page is split into two columns:
- Left column: personal details, linked employer (account), custom fields, and notes.
- Right column: open opportunities, communication history, tasks, documents, files, forms, and activities — everything linked to this person.
This layout means you never have to navigate away from the contact to see what's going on with them.
Linking Contacts to Accounts and Opportunities
Every contact can be linked to an account (their employer or organisation) and one or more opportunities. When you open an opportunity, the linked contacts show up immediately — so you always know who's involved in a deal, who's the decision maker, and who you've been talking to.
Communication History
Every email sent, SMS exchanged, call logged, and meeting booked is recorded in the contact's activity timeline. The timeline shows the most recent activity first, with badges for each type (email, call, note, etc.) so you can scan quickly.
Tip: Use tags to segment your contacts — for example, "VIP", "Partner", "Decision Maker". Tags are searchable and filterable, making it easy to find the right people when you need them.
