Manage Contacts

Add new contacts, view full contact profiles, and update existing records including name, email, phone, company, status, assigned owner, and estimated value.

---

View a contact's profile

Click the eye icon in the Actions column for any contact in the Contacts list.

The Contact Details panel opens and shows:

• Header — contact name, job title, and company
• Contact info — email, phone, status badge, and assigned owner
• Total Value and Last Contact Date
• Notes — any saved context or background information
• Related Deals — linked sales opportunities showing deal name, value, and pipeline stage
• Recent Activities — the latest logged interactions (calls, meetings, demos)

Click Edit Contact at the bottom to update the record. Click Delete Contact to permanently remove it. Click the X icon to close the panel.

---

Add a new contact

1. In the Contacts list, click the + Add Contact button in the top-right corner.
2. Fill in the required fields (marked with *):
   • Name* — full name
   • Email* — email address
   • Company* — organisation name
   • Status* — current relationship status (Lead, Prospect, Customer)
   • Assigned To* — the team member responsible for this contact
3. Complete optional fields as needed: Phone, Position, Estimated Value ($), Last Contact Date, Notes.
4. Click Create Contact to save.

---

Edit an existing contact

Click the pencil icon in the Actions column (or Edit Contact from the profile panel) to open the Edit Contact form.

The form is pre-populated with the contact's current information. Click into any field to update it.

---

Step 1 — Update basic contact information

Modify any of the following text fields by clicking into them and typing the updated value:

• Name* — contact's full name (required)
• Email* — email address (required)
• Phone — phone number, include country code for international numbers
• Company* — organisation name (required)
• Position — job title or role at the organisation

---

Step 2 — Update status and assignment

1. Click the Status* dropdown and select the appropriate relationship stage:
   • Lead — initial prospect, not yet engaged
   • Prospect — actively evaluating the product or service
   • Customer — existing paying customer

2. Click the Assigned To* dropdown and select the team member responsible for managing this contact. This controls who receives notifications and is accountable for follow-up.

---

Step 3 — Update value and contact date

Update the following fields as the deal progresses:

Field	Type	Notes
Name*	Text	Required
Email*	Email	Required
Phone	Text	Include country code for international numbers
Company*	Text	Required
Position	Text	Job title or role
Status*	Dropdown	Lead, Prospect, Customer — required
Assigned To*	Dropdown	Select from active team members — required
Estimated Value ($)	Number	Potential deal value in dollars
Last Contact Date	Date picker	Click the calendar icon or type MM/DD/YYYY
Notes	Text area	Any relevant context or interaction history

---

Step 4 — Update notes

Click into the Notes text area to add or update any relevant context — recent conversations, specific requirements, competitor information, or next steps agreed with the contact.

---

Step 5 — Review all required fields

Before saving, scroll through the form to confirm all required fields (marked with *) are filled in:

• Name, Email, Company, Status, and Assigned To must all contain values.

---

Step 6 — Save your changes

After making your changes, click the blue Update Contact button to save.

To discard changes without saving, click Cancel or the X icon in the top-right corner.

note

Required fields — Name, Email, Company, Status, and Assigned To — must all contain values before the contact can be saved or updated.