Help Center / Contacts and CRM /
Creating and managing contacts
Contacts can be created manually from the Contacts page, or they appear automatically when someone submits a form, books through your scheduler, or gets invited to your workspace. Either way, the record captures the same set of core fields and connects to the same activity history.
Core fields on a contact
Every contact includes: first name, last name, email address, phone number, company (linked to a company record), address, and notes. Email is the primary identifier, used for sending invoices, proposals, contracts, and conversation emails. Additional fields can be added through custom fields, which are covered on the Contact custom fields page.
Duplicate detection
When a new contact is created with an email address that already exists, the duplicate is flagged. Duplicate detection catches contacts with matching email addresses before they create separate records, so the same contact does not end up with two profiles and fragmented history.
