Contacts

What is a contact?

A contact is the record for a person or company — and the central collection point for everything that belongs to that relationship. Instead of spreading information across five tools, everything hangs on this one record and is visible to your whole team in one place.

Where contacts come from

In three ways: automatically from a website form (with source), manually after a phone call, or by import from a spreadsheet when you take over existing data.

What hangs on a contact

• Status — where the relationship stands (new lead, in progress, customer).
• Source — where it came from, so you see what brings enquiries.
• History — a chronological trail of all events.
• Notes, tasks, attachments — right at the contact, not scattered.

Why this changes everyday work

Whoever calls a customer instantly has the whole story in front of them — no “hang on, let me dig that out”. That looks professional to the customer and saves your team time with every contact.