Managing Contacts¶
Contacts are individual people — clients, leads, or anyone you work with. Every contact has a unique email address within your account.
Contacts
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Active (8)
Archived
| Name | Company | Projects | Last activity | |
|---|---|---|---|---|
|
SM
Sarah Mitchell
|
Greenfield Organics | sarah@greenfieldorganics.com | 2 active | Today, 2:14 PM |
|
JK
James Kim
|
TechStart Inc | james@techstart.io | 1 active | Yesterday |
|
MC
Maya Chen
|
Apex Studio | maya@apexstudio.co | 1 active | Mon, 9:30 AM |
|
DP
Daniel Park
|
Luna Wellness | daniel@lunawellness.com | 0 active | Apr 22 |
|
RT
Rachel Torres
|
Redline Auto | rachel@redlineauto.com | 0 active | Apr 18 |
Creating a contact¶
Go to Contacts in the sidebar and click New Contact.
| Field | Required | Notes |
|---|---|---|
| First name | No | |
| Last name | No | |
| Yes | Must be unique per account | |
| Phone | No | |
| Company | No | Links the contact to an existing company |
| Billing address | No | Used as the default on invoices |
Finding contacts¶
Contacts are listed with the most recently created at the top. Use the Active and Archived tabs to switch between your working list and archived contacts.
Editing a contact¶
Open a contact and click Edit to update any field. Changes take effect immediately.
Archiving and restoring¶
Archiving removes a contact from your active list without deleting them. All their linked projects, conversations, and invoices remain intact.
- To archive: open the contact and click Archive
- To restore: switch to the Archived tab, open the contact, and click Restore