Getting started
Start by searching for an existing contact. If they’re new, create a contact and fill in the fields you have (you can update later).
Core workflows
- Search contacts using the search bar.
- Open a contact to view details (desktop: right panel; mobile: dialog).
- Create a contact using the “+” button and fill in display name and any known fields.
- Edit a contact to add or correct details (phone/email/company/notes/channel IDs).
- Delete a contact when it’s no longer needed (this cannot be undone).
Tips
- Use a consistent display name format so contacts sort and group nicely.
- Add channel IDs when available to avoid duplicates across channels.
- Use internal notes for context (preferences, history, follow-ups).