Adding and Managing Contacts
How individual people are recorded and what you can attach to them.
What a contact is
A contact is a person — a lead, a customer, a supplier contact — with an email, phone number, and job title, optionally linked to a company and assigned to a team member as the owner.
Why contacts matter
Deals, tasks, activity notes, and email logs all attach to a contact, which is what turns a name into a real relationship history. Without contacts, deals are anonymous and follow-ups have nothing to hang off.
When to add one
As soon as you have a real conversation worth remembering — a new lead, a referral, someone who asked for a quote. Don't wait until a deal is "serious"; early contacts are how you avoid losing track of a lead in the first place.
How to add and manage contacts
- Go to Contacts in the sidebar and click New Contact.
- Fill in name, email, phone, title, and optionally link them to an existing company.
- Assign an owner — the team member responsible for the relationship.
- On a contact's detail page you can log activity notes, log emails, attach deals, and reference a QR Code Pro link (see Linking QR Code Pro to Your CRM Records).
Contact counts are limited per plan (Starter: 50, Growth: 100, Scale: unlimited) — see Understanding Plans and Pricing.