ModulesCRM
Contacts
Manage people and relationships in your CRM.
Contacts are the core entity in your CRM. Each contact represents a person with their associated information, activity history, and relationships.
Creating Contacts
- Navigate to CRM → Contacts
- Click New Contact
- Fill in details: name, email, phone, company, and custom fields
- Click Save
You can also create contacts via:
- CSV import — Bulk import from spreadsheets
- API — Programmatic creation via the REST API
- AI Assistant — "Create a contact for John Smith at Acme Corp"
- Email sync — Automatically from connected email accounts
Contact Detail View
The contact detail page includes:
- Overview — Key information, tags, and custom fields
- Activity Timeline — All interactions in chronological order
- Deals — Associated deals and their status
- Emails — Email history from connected accounts
- AI Panel — AI summary, suggested next actions, similar contacts
Filtering & Search
Use the filter bar to find contacts by:
- Name, email, phone
- Company
- Tags
- Created date
- Last activity
- Custom fields
The Cmd+K command menu also searches contacts using semantic search.