Managing Contacts

Contacts are the foundation of your CRM. Every deal, invoice, and activity links back to a contact.

Adding a contact

1. Go to Contacts in the sidebar
2. Click New Contact (top right)
3. Fill in the details:
   • Name (required)
   • Email (required)
   • Phone
   • Company
   • Notes
4. Click Save

Editing a contact

Click on any contact in the list to open its detail view. Click Edit to modify their information.

Deleting a contact

In the contact list, click the delete icon on the row. You’ll be asked to confirm before anything is removed.

Caution

Deleting a contact does not automatically delete their deals, invoices, or activities. Those remain in the system but will show “No contact” instead.

Contact detail view

The contact detail page shows everything related to that person:

• Info — name, email, phone, company
• Deals — all deals linked to this contact
• Activities — call logs, emails, meetings, notes
• Tags — labels for organizing contacts
• Custom fields — any extra fields you’ve defined

Searching contacts

Use the search bar at the top of the Contacts page. Search works across name, email, company, and phone — and it searches the full database, not just the current page.

Custom fields

If the default fields aren’t enough, you can add custom fields in Settings > Custom Fields. These appear on every contact form and detail view. Supported types: text, number, date, select (dropdown), and checkbox.