Contacts

The Contacts section is where you manage individual people.

If Clients are companies, then Contacts are the real people inside those companies — like managers, HR officers, accountants, or directors.

This is where you store their details and keep everything organised.

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What you see on the screen

When you open Clients > Contacts, the screen is split into two areas:

Left side — Contact list

This shows:

• A button to Add Contact
• A Search bar
• A list of saved contacts

Each contact shows:

• Their initials
• Their full name
• Their email address

As your business grows, this list will grow too.

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Right side — Contact details

When no contact is selected, you will see:

“Select a contact”

Once you click a contact on the left, their full details will appear on the right.

This keeps your workspace clean and focused.

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Adding a New Contact

To add a new person:

1. Click Add Contact
2. A form will open on the right
3. Fill in the required details:
   • First Name
   • Last Name
   • Contact Type
   • Business Name
   • Email Address
   • Phone Number (if available)
4. Click Add Contact

That’s it. The person is now saved in your system.

Think of this like adding a new name to your phone — but for business.

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What information you can store

You can store:

• Full name
• Email address
• Contact number
• Company (Business Name)
• Job title (Designation)
• State or region
• LinkedIn profile
• Subscription preferences (Email or SMS)

This helps you:

• Contact the right person quickly
• Know who works where
• Keep communication organised

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Searching for a Contact

If you have many contacts:

1. Use the Search Contacts bar
2. Type part of their name or email
3. The system will filter the list automatically

This saves time and avoids scrolling through long lists.

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Why Contacts matter

You use Contacts when you need to:

• Email or call someone
• Add a new decision-maker to a client
• Track who belongs to which business
• Manage communication preferences

Without Contacts, you only see companies. With Contacts, you see the real people behind the companies.

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You’re ready

You now understand how Contacts works.

Next, you can explore:

• Clients (companies)
• Dashboard
• Calendar

Take it step by step. The system is built to stay organised as your relationships grow.