Once you’ve created a contact, you’ll manage their record over time—updating information, tracking interactions, and maintaining the professional relationship. This guide covers day-to-day contact management.
A contact record contains:
- Person details — Name, title, company, contact info
- Activity feed — Emails, meetings, notes
- Tags — Categories for organization
- Business link — Associated company or organization
- Tasks — Follow-up items
Edit basic details
Open the contact record
Click on the contact in your contact list.
Edit fields
Click on any field to edit:
- Name and title
- Email addresses
- Phone numbers
- LinkedIn URL
Save
Changes save automatically.
Update employment
Open the contact record
Navigate to the contact’s detail page.
Find employment section
Look for employment or company information.
Add or edit
Click Add employment or edit existing entries.
Enter details
Add company name, job title, and dates.
Link to a business
Associate a contact with a business record:
Open the contact record
Navigate to the contact’s detail page.
Find business field
Look for the Business or Company field.
Search or create
Search for an existing business or create a new one.
Link
Select the business to associate with this contact.
Track interactions
Log emails
Emails with contacts are automatically tracked when you’ve connected your email integration. You can also send emails directly from the contact record.
Add notes
Open the contact record
Navigate to the contact’s detail page.
Add a note
Click Add note in the activity section.
Write your note
Document your conversation or important information.
Save
The note appears in the activity feed.
Create tasks
Open the contact record
Navigate to the contact’s detail page.
Add a task
Click Add task or press Shift + T.
Set details
Enter task title, due date, and assignee.
Open the contact record
Navigate to the contact’s detail page.
Find tags
Look for the Tags section.
Add a tag
Click Add tag and select from available options.
- Type — CPA, Attorney, Insurance Agent, Referral Source
- Relationship — Center of Influence, Strategic Partner
- Status — Active Relationship, Occasional Contact
- Source — How you met them
Filter by tag
Open Contacts
Click Contacts in the sidebar.
Add filter
Click Filter → Tags.
Select tags
Choose tags to filter by (e.g., show all CPAs).
| Status | Use when |
|---|
| Active | Current, ongoing relationship |
| Inactive | Relationship has cooled, not actively engaging |
| Archived | Historical record, no longer relevant |
Open the contact record
Navigate to the contact’s detail page.
Find status
Look for the Status field.
Change status
Select Active, Inactive, or Archived.
Open the contact record
Navigate to the contact’s detail page.
Find assigned to
Look for the Assigned to field.
Select a user
Choose the responsible team member.
Enroll in sequences
Stay in touch with contacts through automated emails:
Open the contact record
Navigate to the contact’s detail page.
Add to sequence
Click Add to sequence in the actions menu.
Select a sequence
Choose a sequence (e.g., “Quarterly Touch Base”).
Enroll
They’ll receive sequence emails automatically.
Convert to client or prospect
If a contact becomes a potential or actual client:
Open the contact record
Navigate to the contact’s detail page.
Click convert
In the More menu (⋮), select Convert to client or Convert to prospect.
Confirm
Review and confirm the conversion.
Bulk actions
Perform actions on multiple contacts:
Open Contacts
Click Contacts in the sidebar.
Select contacts
Check the boxes next to contacts you want to update.
Click Bulk actions
Choose from:
- Add/remove tags
- Change status
- Change assigned user
- Archive
Open the contact record
Navigate to the contact’s detail page.
Click delete
In the More menu (⋮), select Delete.
Confirm
Confirm the deletion.
Deleting a contact removes all associated data including notes, tasks, and activity history. This cannot be undone.
Next steps
