Contacts

Manage the people you work with

Contacts are the individual people you work with. Link them to an account, track deals and invoices against them, and enroll them in email sequences.

Creating a Contact

1. Click Add Person.
2. Enter a first and last name (both required).
3. Add email, phone, title, and the organization (account) across the Basic Info, Contact Details, and Relationship tabs.
4. Save the contact.

You can also bulk-import contacts from CSV using the template.

Contact Fields

• Name, title, email, and phone (plus secondary email and mobile)
• Organization - The account they belong to
• Contact type and priority
• Lead source, owner, and follow-up dates
• Social links, address, and notes

Types & Priority

• Type - Lead, Prospect, Customer, Partner, or Vendor
• Priority - Low, Medium, High, or Urgent

Inside a Contact

Open a contact to find tabs for:

• Overview - Lifetime value, outstanding balance, open and won deals, and last activity
• Deals, Estimates, and Invoices linked to the person
• Sequences - Their email sequence enrollments and status
• Activity - A timeline, with a Log activity action
• Insights - AI summaries from Company Intelligence

Enrolling in a Sequence

From a contact's menu, the Sequences tab, or by selecting several contacts in the list, choose Enroll in sequence. Contacts without an email or who have unsubscribed are skipped. See Sequences.

Views & Bulk Actions

The people list has columns for account, type, priority, owner, and follow-up date. Filter by account, type, priority, or owner, and save the view. Select several contacts to change owner, add or remove tags, enroll them in a sequence, or delete them.

Plan Limits

The Solo plan caps contacts at 250; Team and Enterprise are unlimited. See the pricing page.