Managing Contacts

Permissions

• View contacts: Owner, Admin, Manager see all contacts. Users see only contacts they own.
• Create contacts: All roles
• Edit/delete contacts: Owner, Admin, Manager can edit any contact. Users can only edit contacts they own.

Contacts list

The contacts page shows all your contacts in a table with these columns:

• Name — first and last name with avatar and tags
• Email
• Phone
• Position — job title
• Lead Score — score badge (if lead scoring is configured)
• Created At — when the contact was added

Click any column header to sort. The default sort is by creation date (newest first).

Create a contact

1. Click + New Contact on the contacts page
2. Fill in the form:
   • First Name (required)
   • Last Name (required)
   • Email
   • Phone
   • Position
   • Company — select from existing companies (optional)
3. Click Create

The new contact appears in your list and is assigned to you as the owner.

Edit a contact

1. Click a contact to open their detail page
2. Click Edit
3. Update any fields
4. Click Save

Delete a contact

1. Open the contact’s detail page
2. Click Delete
3. Confirm the deletion

Caution

Deleting a contact is permanent and also removes their linked activities, notes, and files.

Export contacts to CSV

1. Apply any filters you want (or leave unfiltered for all contacts)
2. Click Export CSV
3. The download starts immediately with the currently visible and filtered data

Bulk actions

Select multiple contacts in the list to:

• Delete selected contacts
• Assign an owner
• Add tags

Next steps

• Contact details — explore the detail page, tabs, and audit trail
• Filtering & saved views — filter, search, and save views