Adding a Contact
- Go to CRM → Contacts
- Click New Contact
- Fill in:
| Field | Description |
|---|---|
| Name | Full name |
| Email address | |
| Company | Link to a company |
| Title | Job title |
| Phone | Phone number |
| Notes | Free-text notes |
Contact Detail
Click any contact to see:- Contact information
- Linked company
- Activity history
- Related deals
- Meeting history (meetings where this person participated)
Alex’s screenshot note: Take a screenshot of a contact detail view showing the contact info, linked company, and activity list.