Contacts

Contacts holds companies and people.

Find people

• Tabs for Companies and People, with types, stage and status filters.
• Search finds names, companies, notes, emails and tags.
• Ask the Assistant: "the customer who works with dinosaurs, first name Angelica".

Add and use contacts

• Add on the page, or Add as lead from a mail.
• A contact card shows their mails, items, files and notes.
• You can give people from another company access to a flow (Share on the flow).