Core Concepts
Contacts
Centralized contact management for people and organizations.
The built in CRM manages people and companies across all your pipeline interactions.
Contact types
| Person | An individual (e.g., a lead, client, or candidate) |
| Company | An organization (e.g., a business you are selling to) |
Contacts are shared across all pipelines in your company workspace.
Contact fields
When creating a contact, the available fields depend on the contact type:
Shared fields (Person and Company)
| Name | Contact name |
| Email (optional) | Email address |
| Phone (optional) | Phone number |
| Parent Company (optional) | Link to a company contact (disabled for company type) |
| Location (optional) | Address or location |
| Timezone (optional) | Contact's timezone |
| Preferred Method (optional) | Email, phone, SMS, WhatsApp, in person, or video call |
| Best time from / to (optional) | Preferred contact hours |
| LinkedIn (optional) | LinkedIn profile URL |
| Website (optional) | Website URL |
| Source (optional) | Where the contact came from (website, referral, cold outreach, inbound, event, import, other) |
| Tags (optional) | Custom tags for categorization |
| Do not contact (optional) | Flag to prevent outreach |
Person only fields
| Position (optional) | Job title or role |
Company only fields
| Description (optional) | Company description |
| Industry (optional) | Industry sector |
| Company Size (optional) | Number of employees |
| Annual Revenue (optional) | Estimated annual revenue |
| Founded (optional) | Year the company was founded |
Linking contacts to items
When you create or edit an item, you can link it to a contact. This creates a bidirectional relationship:
- See all items associated with a contact across every pipeline
- View activity history spanning all linked items
- Track tasks linked to the contact
- Conversations and email threads are associated through the contact link
Contact detail
Click on a contact to see:
| Activity | All notes and interactions |
| Items | Linked pipeline items across all pipelines |
| Tasks | Tasks associated with the contact |
Search & filtering
The contacts page supports:
- Full text search across contact names and details
- Filtering by type (person or company)
- Sortable columns
- Pagination for large contact lists