Overview
The Contacts module is the central hub for all customer information. Each contact maintains a complete history of interactions, preferences, and business relationships.
Contact Fields
- Name, email, phone number, and physical address
- Job title, department, and reporting structure
- Tags, custom fields, and notes
- Linked company and relationship type
- Do-not-contact status and communication preferences
Built-in Features
360-Degree View
All interactions, deals, tasks, and communications on one screen
Interaction History
Timeline of all emails, calls, meetings, and messages
Smart Segmentation
Automatic and manual list building with segmentation rules
Duplicate Detection
AI-powered duplicate detection and merge capabilities
Importing Contacts
Import contacts from CSV, your email provider, or through the API.