Once you have created an other contact, you can update their information, track interactions, and maintain the professional relationship over time.
A contact record has two panels:
Left panel (tabs):
- Activity — Chronological feed of all interactions
- Meetings — Scheduled and past meetings
- Emails — Email correspondence history
- Tasks — Follow-up items and to-dos
- Notes — Documented conversations and information
- Phone — Call history
Right panel (tabs):
- Details — Contact information and person fields
- Comments — Internal team comments on the record
The contact header provides buttons for common actions:
- Add task — Create a task linked to this contact
- Add note — Create a note for this contact
- Send email — Open the email compose dialog (requires an email address)
- Call — Initiate a phone call (visible when a phone integration is connected)
The More menu (three-dot icon) provides:
- Convert to household — Convert to a prospect or client
- Destroy — Permanently delete the contact
Open the contact record and click the Details tab in the right panel. Click any field to edit it inline. Changes save automatically.
Available fields:
- Business — Link to a business record
- Employment — Add or edit work history
- Name — First, middle, and last name
- Email — Add, edit, or remove email addresses
- Phone — Add, edit, or remove phone numbers
- Address — Add or edit addresses
- LinkedIn — Profile URL
- Date of birth — Birthday
- Preferred name — Nickname
- Job title — Professional role
- Designations — Professional credentials
- Gender — Personal detail
Add tags from the contact header, below the contact’s name. Click the tag area to search for and apply existing tags.
Filter by tag on the list page
- Click Other contacts in the sidebar
- Click the Tags filter
- Select one or more tags to narrow the list
Contacts have three statuses: Active, Inactive, and Archived.
| Status | Use when |
|---|
| Active | Current, ongoing relationship |
| Inactive | Relationship has cooled |
| Archived | Historical record, no longer relevant |
Bulk actions
Select multiple contacts on the list page to perform bulk operations:
- Check the boxes next to contacts you want to update
- A selection bar appears at the bottom of the screen
- Available bulk actions:
- Owner — Change the assigned user
- Bulk email — Send an email to selected contacts (up to 100)
- Delete — Permanently remove selected contacts
Convert to client or prospect
If a professional contact becomes a potential or actual client:
- Open the contact record
- Click the More menu (three-dot icon) in the top-right corner
- Select Convert to household
- Choose Prospect or Client
- Click Convert
The contact becomes a household record. The person’s data transfers to the new record.
- Open the contact record
- Click the More menu (three-dot icon)
- Select Destroy
- Confirm the deletion
Deleting a contact removes all associated data including notes, tasks, and activity history. This action cannot be undone.
- Open the Other contacts list page
- Click the download icon
- Confirm the download
- A CSV file with all contacts matching your current filters is downloaded
Next steps
