Contacts

A contact is a professional relationship that isn’t a client or prospect. Contacts include referral sources, CPAs, attorneys, and other centers of influence who help your practice but aren’t paying customers.

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How contacts work

Unlike clients and prospects (which are households with potentially multiple people), a contact represents a single individual:

• One person — Contacts have exactly one person record
• Professional focus — Designed for business relationships, not family units
• No service tier — Contacts don’t have tiers, AUM, or review schedules
• Linkable — Can be associated with a business or organization

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When to use contacts

Create contacts for:

• CPAs and accountants — Tax professionals you collaborate with
• Estate attorneys — Legal professionals handling client matters
• Referral sources — People who send you potential clients
• Centers of influence — Community leaders, business owners, other advisors
• Custodian reps — Your contacts at financial institutions
• Insurance agents — Partners for insurance-related needs

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Contacts vs households

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Contact information

Each contact stores:

• Name and title — Full name, job title, designations
• Contact details — Email addresses, phone numbers, addresses
• Employment — Current and past positions
• LinkedIn — Professional profile link
• Business — Associated company or organization

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Organizing contacts

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With tags

Apply tags to categorize contacts by type:

• “CPA” or “Accountant”
• “Attorney” or “Estate Attorney”
• “Referral Source”
• “Custodian Contact”
• “Insurance Partner”

Tags help you filter and find contacts quickly.

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With status

Contacts have three statuses:

• Active — Current professional relationship
• Inactive — Relationship has cooled but not ended
• Archived — Historical record, no longer active

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With assignment

Assign contacts to team members for clear ownership and follow-up responsibility.

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Converting contacts

Contacts can become clients or prospects if your relationship evolves: All data—notes, tasks, meetings, emails—transfers to the new household record.

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What you can do with contacts

From a contact record, you can:

• View and update contact information
• Track email correspondence
• Schedule and manage meetings
• Create and assign tasks
• Add notes and comments
• Enroll in email sequences
• View activity history

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Next steps