Contacts and companies

Every new lead — from ads, WhatsApp, forms, portals, imports or manual entry — is matched to an existing contact by phone number or email, or a new contact is created. You don't need to maintain contacts by hand.

Contacts → People lists everyone. Open a person to see their details (name, job title, phone, email, company, tags, notes), every lead they've been part of, and their activity. Use Add a contact for someone who isn't a lead yet — for example an existing customer.

Contacts → Companies lists organisations. A company page shows its people and their open and closed deals together — useful for B2B sales where several people from one customer enquire.

Use Export / Template on the Contacts page to export all contacts, or download a template for bulk-adding them. For leads, see Importing and exporting leads.