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The Contacts module is the foundation of your CRM. All customer information is stored here, including phone numbers for dialing.

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Accessing Contacts

Navigate to Contacts in the sidebar to view your contact list.

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Contact List View

The main contacts page shows all your contacts in a table format with key information:
  • Name
  • Phone number
  • Email
  • Company
  • Last contact date

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Sorting and Filtering

  • Click column headers to sort
  • Use filters to narrow down your list
  • Save filtered views for quick access

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Searching Contacts

Press Cmd+K / Ctrl+K to open global search. Type a name, email, or phone number to find contacts instantly.
  1. Click the filter icon above the contact list
  2. Add criteria (name, company, tags, etc.)
  3. Results update in real-time

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Contact Detail View

Click on any contact to view their full profile:

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Information Tab

  • Name, phone, email
  • Company and title
  • Address
  • Custom fields

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Activity Tab

  • Call history
  • Email history
  • Meeting notes
  • Task history

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Notes Tab

  • Free-form notes
  • Call recordings
  • Attachments

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Click-to-Call

From any contact view:
  1. Click the phone icon next to a phone number
  2. The dialer opens with the number filled in
  3. Click Call to initiate

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Managing Contacts

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Add New Contact

  1. Click Add Contact in the top right
  2. Fill in the contact information
  3. Click Save

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Edit Contact

  1. Open the contact detail view
  2. Click Edit in the top right
  3. Make changes
  4. Click Save

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Delete Contact

  1. Open the contact detail view
  2. Click the three-dot menu
  3. Select Delete
  4. Confirm deletion
Deleting a contact is permanent. Consider archiving instead if you may need the data later.