Add and organise your contacts

Contacts in CRM is your company's book of people and organisations. Everyone in your company sees the same book.

Add a contact

1. Open CRM, then Contacts.
2. Press Add contact.
3. Fill in their Name, Email, Phone and Organisation, pick a Stage, and save.

Selecting a person opens their record: their details, deals, tasks and notes, with buttons to mail or call them.

Bring contacts in

The More menu beside the search has three helpers:

• People you've emailed lists people your mailboxes have written with who aren't in the book yet, most written-with first. Nothing is added until you press Add on someone.
• Import vCards reads a .vcf file exported from a phone or another address book.
• Duplicates shows likely duplicates, the surest first, with why. Merge the two, or Keep both so they aren't offered again.

Find people

Search by name, email or number, and filter by stage, owner, tag or when you were last in touch. When a set of filters is one you come back to, press Save view and it appears under Views.

Your own fields

Admins add fields the company wants on every record, such as a source or an account number, in Settings › Sales › Fields.