Contacts
Contacts are the people you sell to and support. Use this page to add contacts, keep their stage and status current, and work with many contacts at once.
Add a contact
Go to CRM → Contacts.
Select Add contact.
Enter a First Name and Email. Both are required.
Optionally add a last name, phone, job title, lifecycle stage, lead status, and source.
Select Create.
Contacts can also be created automatically from connected email and calendar activity, depending on your workspace's contact creation setting. See Email and calendar sync.
Lifecycle stage and lead status
Field | Options |
|---|---|
Lifecycle Stage | Subscriber, Lead, Marketing Qualified, Sales Qualified, Opportunity, Customer, Evangelist |
Lead Status | New, Open, In Progress, Unqualified |
Source | Web, Support, Referral, Social, Event, Cold Outreach, Other |
You can change the stage and status from the contact list or from the contact's details panel.
Find contacts
Type in Search contacts... to find a contact.
Select Filters to build conditions, such as a lifecycle stage, lead status, or owner. Active filters appear below the toolbar; remove one with its close button.
Use Group by to group the list by Lifecycle Stage, Lead Status, or Owner.
Use the column menu to show or hide columns such as Phone, Job Title, Source, Created, and Updated.
Update many contacts at once
Select the checkbox next to each contact you want to change.
In the actions bar, choose one of these:
Stage to set the lifecycle stage.
Status to set the lead status.
Assign owner to choose an owner or set Unassigned.
Ask Agent to start an Ask Agent chat with the selected contacts attached.
Delete to remove the contacts.
Deleting contacts also removes their activity history. You can't undo this.
Work on a contact
Select a contact to open its page. The header offers New deal and Delete contact. The tabs are:
Tab | What you see |
|---|---|
Overview | A summary, CRM signals, and recent activity. |
Tasks | Project tasks linked to this contact. |
Emails | Synced email conversations with this person. |
Meetings | Meetings this person joined. |
Calls and Notes | Calls and notes you logged. |
Deals | Deals this person is part of. |
Support | Support conversations linked to this person. |
The Contact details panel lets you edit the email, phone, job title, LinkedIn URL, location, labels, description, stage, status, and source. It also shows interaction dates such as Last touch, Last email, and Next meeting. Changes save automatically.
The panel also shows the contact's Company. Use Link company to add one, and Change primary to choose which linked company is the primary one. See Associations.
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