Contacts
Contacts are the people at the centre of your CRM. Every contact can be tagged, linked to a company, given notes, and associated with leads, deals, and tasks.
The Contacts List
Go to Contacts in the sidebar. The table shows:
| Column | Description |
|---|---|
| Name | Full name (first + last), links to the contact detail page |
| Primary email address | |
| Phone | Phone number |
| Company | Linked company name |
| Tags | Colour-coded tag badges |
| Actions | Edit, Delete |
Searching
Type in the search box at the top to filter by name, email, or company. Results update as you type.
Filtering by Tag
Click a tag badge in the filter bar to show only contacts with that tag.
Creating a Contact
Click New Contact (top right). Fill in the form:
| Field | Required | Notes |
|---|---|---|
| First Name | Yes | |
| Last Name | Yes | |
| No | Must be unique if provided | |
| Phone | No | |
| Company (text) | No | Free-text company name |
| Company (linked) | No | Link to a Company record |
| Tags | No | Select from existing tags or create new |
Click Save. The contact appears in the list immediately.
Editing a Contact
Click the Edit (pencil) icon on any row. The same form opens pre-filled. Make your changes and click Save.
Deleting a Contact
Click the Delete (trash) icon. Confirm the dialog. The contact is soft-deleted — it moves to the Contacts Trash where it can be restored within 30 days.
Contact Notes
Open a contact's detail page by clicking their name. The Notes drawer lets you:
- Add a note — type in the text box and click Add Note
- Delete a note — click the × on any note you created
Notes are timestamped and show the author's name.
Linked Tasks
The contact detail page also shows all tasks linked to this contact. You can create new tasks from here — see Tasks.
CSV Import
To import contacts in bulk, click Import CSV on the Contacts list page. See the CSV Import guide for column mapping and rules.
Tags
Tags are shared across contacts and leads. To manage the tag list, simply type a new tag name in any contact's tag field — it will be created automatically.
Common tags to start with: VIP, Hot Lead, Cold, Partner, Enterprise, SMB.