Adding and managing contacts

Contacts are the record of everyone you do business with. Customers, leads, and anyone else you want to keep track of.

To add a contact, go to the Contacts section and click Add Contact. You can fill in a name, phone number, email, and any other details you have. Nothing beyond a name is required, so you can add someone quickly and fill in the rest later.

Each contact has its own page where you can see their details, any invoices you have sent them, notes you have added, and where they sit in your pipeline if they are part of a deal.

To update a contact, open their page and edit any field directly. Changes save automatically.

If you sell to a lot of people and want to keep things organized, tags are useful. You can tag contacts by type, source, or anything else that matters to your business, and filter your contact list by tag later.

Foundation includes up to 1,000 contacts. Momentum raises that to 10,000, and Apex removes the limit entirely.