A contact is an individual person — typically an employee at one of your accounts. Every conversation, lead, and opportunity should have at least one contact attached so the work has a name and a way to reach back.
What you can do here
- Search by name, email, phone, or role.
- Filter by account, role, or any column you have configured.
- Configure columns to surface the fields your team actually uses.
- Quick-create a contact and link it to an existing account inline.
- Open a contact to see their full activity history and reach them through email, call, WhatsApp, or SMS.
Tips
- Keep one contact per person, even if they change companies. Update the account link instead of creating a new contact.
- If you only have an email address and no clear identity yet, leave it as an inbound inquiry until you've confirmed who it is.