Contacts and companies

The 360 view for contacts and companies

Open any contact or company to see the whole relationship on one record — every email, call, meeting, note, task, deal, and file — plus account hierarchy, value rollups, and engagement.

Bulk edit, export and delete

Act on every record a filter returns at once — tag, update, assign or follow. Powerful, and worth a careful look at the filter first, because bulk mistakes are bulk-sized.

Companies, hierarchies and value rollups

Companies are the account view. Contacts roll up to them, companies roll up to a parent, and won, open and lost value totals across the whole hierarchy.

Contact channels: emails, phones and preferred contact

A person is not one email address. Contacts hold several addresses and numbers, with one marked primary — which is the one automation and matching use.

Create, edit and own a contact

The basics of a contact record — creating one without making a duplicate, keeping it accurate, and why ownership is the field that decides whether anyone actually follows up.

Custom fields on contacts and companies

Add the fields your business actually needs to people and organisations — with the right type, so they work in filters, reports and automations rather than just being visible.

Deleted and restored records

What happens when a record is deleted, why it can still affect what you see, and how history behaves afterwards — including the case where a deleted record leaves a gap on something that still exists.

Merge duplicate contacts and companies

Two records for one person means two half-histories. Merging brings them together — the important part is deciding which record survives before you start.

Saved views, filters and columns

Build a filtered list once, save it, and reuse it. Saved views turn a daily rebuild of the same filter into one click, and they are shared server-side rather than trapped in your browser.

Tags: create, assign, merge and analyse

Tags label records across any structure you have. Used well they are the fastest filter you own; left alone they sprawl into near-duplicates that filter nothing.