Help Center / Contacts and CRM /
Contacts overview
The Contacts page has two tabs: People and Companies. The People tab lists individual contacts; clients, leads, team members, and anyone you work with. The Companies tab groups contacts under a business name. Viewing a company shows every contact connected to it alongside their combined project history, invoices, and conversations.
Contacts and companies
Contact records hold name, email, phone, company, address, and custom fields. Company records group related contacts under one organisation. Adding someone to a company is a single field on their profile.
Contact views
The Contacts page supports three views:
- Table - rows and columns with sortable, rearrangeable fields.
- Cards - contacts as visual cards in a grid.
- List - a compact vertical layout.
Switch between People and Companies using the tabs at the top of the page.
Filtering and bulk actions
Filter contacts by company, status, or custom fields. Filters can be combined and saved. Select multiple contacts to apply bulk actions: archive, deactivate, or delete.
Importing and exporting
You can import contacts from CSV and import companies from CSV using the import/export button in the toolbar. Exports are also available in CSV format.
Auto-created contacts
Contacts don't always need to be added manually. When someone submits a form, books through your scheduler, or gets invited to your workspace, a contact record is created automatically with the details they provided.
