Contacts

The Contacts section in Sales allows you to manage individual people linked to your businesses and opportunities.

While Businesses represent companies, Contacts represent the actual people you communicate with.

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What you can do in Contacts

From this section, you can:

• Add new contacts
• Search existing contacts
• View contact details and history
• Link contacts to businesses
• Track communication activity

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Adding a New Contact

To create a new contact:

1. Click Add Contact.
2. Fill in the contact information.
3. Click Add Contact to save.

The form allows you to capture:

• First Name and Last Name
• Contact Type
• Business Name
• State
• Designation
• Email Address
• Contact Number
• LinkedIn profile

You can also choose whether the contact should be subscribed to Email or SMS communication and synced with HubSpot.

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Contact List Overview

At the top of the page, you can:

• Click Add Contact to create a new contact
• Use the Search bar to quickly find someone

The contact list displays:

• Contact name
• Email address
• Linked business (when assigned)

If no contact is selected, the system will prompt you to select one.

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Viewing a Contact Profile

When you select a contact, you can:

• View personal details (name, email, phone, role)
• See linked businesses
• Track communication history
• Review related activities

This gives you a complete view of your relationship with that individual.

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When to use Sales Contacts

Use this section when you need to:

• Track decision-makers inside a company
• Record call or email interactions
• Assign contacts to opportunities
• Maintain accurate communication records

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Best Practice

Always link a contact to the correct business to keep your pipeline clean and organized.