Add and manage contacts

A contact is anyone you've dealt with: a customer, a lead, a supplier. Bookings, website forms and chats add contacts for you, so you won't type most of them in.

Add a contact

1. Open Contacts and choose Add contact.
2. Fill in what you know. A name, email or phone number is enough.
3. Add Tags if you use them, separated by commas.
4. Choose Add contact at the bottom of the form.

Phone numbers are tidied up as you save them, so 07700 900123 and +44 7700 900123 count as the same person.

The contact page

Click anyone's name to open their page. It has their details, tags and deals, and a timeline of Notes and activity: messages, bookings, deals and invoices, in order.

From here you can:

• Choose Message to open their inbox thread.
• Choose Edit to change their details.
• Add a tag with Add tag.
• Write a note and choose Add note. Press Ctrl and Enter to save it faster.

Choose your columns

The contact list shows the columns you pick. Use Columns above the table to show things like Company, Source or Last activity. Back to the usual columns resets it.

Delete contacts

Tick one or more people in the list and choose Delete from the bar that appears. Their notes, messages and timeline go with them, so check first.