Contacts

One record for each person

A contact is the workspace record that connects a person to their messages, deals, bookings, payments, form submissions, tags, and activity. Contacts never cross workspace boundaries, so the same email address can exist independently in different client workspaces.

Create a contact

1. Open CRM and select New contact.
2. Enter a first name. It is the only required field.
3. Add the available email, phone, business, lead source, owner, status, and tags.
4. Add a general note if the information belongs on the record rather than its timeline.
5. Select Create contact.

Email addresses are stored in lowercase and must be unique within the workspace. Phone numbers accept common international punctuation but are stored as entered. A workspace member can be selected as the contact owner.

Contact statuses

Status is a workspace classification, separate from a deal's pipeline status. You can change it manually, in bulk, or through a configured automation.

Find and organise contacts

Search checks first name, last name, email, phone, and business. Filters narrow the list by status, tag, owner, and lead source. Columns can be sorted by name, status, date added, or last activity, and the list is paginated for larger workspaces.

Select rows to add or remove a tag, assign or unassign an owner, change status, or delete several contacts at once. Selection clears when you change pages so an action is not applied to contacts you can no longer see.

Read the contact record

Tags can be toggled directly from the contact record. Open a deal from the Deals tab to continue working it on the pipeline board.

Tags and custom fields

Tags are workspace labels for grouping contacts and triggering automations. New workspaces start with a small tag set, and members with contact editing permission can attach or remove them from a record or a bulk selection.

Custom field values are stored with the contact and can be populated by mapped forms, automations, and supported tools. The current contact dialog edits the standard contact fields; it does not yet provide a general custom-field editor.

Delete a contact

Deleting removes the contact from CRM lists and future selection while retaining the underlying record for reporting history. It requires the Delete contacts permission and a confirmation. Disconnect or remove related provider data separately where required.

Permissions and plan limits

Viewing, editing, deleting, importing, and exporting contacts are separate permissions. Buttons that a member cannot use are hidden. Creating and importing contacts also respect the workspace's subscription contact limit.