Contacts and companies

Contacts has two tabs: People and Companies.

Add a contact or company

1. 1On People, click Add contact (on Companies, Add company).
2. 2Fill in the form. A person needs a First Name and a company needs a Name. Custom fields set to Show on Create Form appear here too.
3. 3Click Create Person (or Create Company).

Find people

• Search by name, email or phone.
• Under Lists: All people, My contacts, Unassigned, Added this week, Never called, Called, never reached, Not called in 30 days, Has an open deal and Has a task due.
• Filter, then Save filter with a name. Turn on Share with your team to share it. Your filters are under Saved filters, and teammates' under Shared with you.
• Columns chooses what the table shows.

Bulk actions

Select rows to Add to calling list, Assign to a teammate, Tag, Export, Bulk edit or Delete.

Profiles

A person's profile has Call, SMS and Email buttons (when they have a phone number or email), Edit tags and Change owner, their company and details, the Timeline, and a Resources card with Deals, Projects, Calls and Campaigns. A company's profile also lists Company Members.