Contacts

Watch: Contacts in 90 seconds

What it does

Contacts is the system of record for people: status, owner, score and any custom fields you define, with a full tabbed detail page per contact (activity, emails, calls, notes, tasks, files).

The contacts table

Key concepts

• Status — lead, prospect, customer, churned; colour-coded in the table and filterable.
• Visibility — contacts can be private to their owner or shared with the team.
• Discovered contacts — people you email get auto-created as discovered records and queue for review, so your CRM keeps up with your inbox.
• Enrichment — a three-tier pipeline (domain scraping → Prospeo → email-signature parsing) fills empty fields; it never overwrites what you've entered.

Everyday moves

1. New Contact — name is all that's required; company can be created inline; custom fields are right in the form.
2. Click a row for a quick preview, then View details for the full record.
3. Select several contacts to compose an email to all of them, assign an owner, or share them with teammates.
4. Import CSV/Excel with automatic column mapping and duplicate handling; export any selection.

Creating a contact

Settings & permissions

Write actions need module:crm:rw. Private contacts are visible only to their owner; the cleanup centre handles duplicate detection and merging.

Related

• Emails — sync settings control whether senders auto-create contacts.
• Custom Fields — extend the contact schema.