CRM Contacts
Contacts are the people at the center of your business relationships. Every customer, prospect, partner, and lead is a contact. The CRM Contacts screen gives you a single place to store who they are, how you met them, and every interaction you've had with them. When your team can look up any person in seconds and see the full history, nothing falls through the cracks.
The contacts list
Navigating to CRM > Contacts opens your central directory of business relationships. This view displays a comprehensive table of all your contacts, giving you a single place to browse, search, and manage the people who matter to your business.
Centralize Your Business Relationships
Every customer, prospect, partner, and lead is a contact. The CRM Contacts screen gives you a single place to store who they are and how you met them. Quickly search your database, track lead sources, and manage individual records directly from the comprehensive data table.
Creating a New Contact
Add a New Contact
Click **Add Contact** to create a new record. You can capture essential details like their department, and automatically link them to a company if you create the contact from a company's Contacts tab.
Contacts that create themselves
Contact statuses
Lead sources
Tags
Tags provide flexible, free-form labeling for your contacts. While fields like status and source rely on fixed options, tags let you create custom categories that perfectly align with your unique business processes.
Tips for managing contacts
FAQ
You will be asked to confirm before deletion. Once confirmed, the contact is permanently removed from the CRM.
If no companies exist in your CRM yet, the Company dropdown field won't appear. You can always add the company later and link the contact to it.
Tags are free-form and case-sensitive, meaning 'VIP', 'vip', and 'V.I.P.' are treated as three completely different tags. We recommend your team agrees on a standard naming convention to keep your CRM organized.