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Contacts

Maintain people associated with companies — project stakeholders, billing contacts, site representatives, and general contractor personnel. Contacts are linked to company records and can be referenced on projects, estimates, and communications.

Sidebar → CRM → Contacts

URL: /contacts

Overview​

Contacts — list of people associated with CRM companies showing name, company, email, and phone

The Contacts page lists all people across your CRM. Each row shows the contact name, associated company, email, phone, and role.

Key Features​

Contact List​

ColumnDescription
NameContact's full name
CompanyAssociated company from the CRM
EmailContact email address
PhoneContact phone number
Role / TitleJob title or role (e.g., "Project Manager", "Site Superintendent")

Creating a Contact​

  1. Click Add New in the top right.
  2. Enter the contact's name, email, phone, and title.
  3. Select the associated company from the dropdown.
  4. Click Save.

Contact Detail​

Click a contact row to view their full profile:

SectionContents
Personal InfoName, email, phone, title
CompanyLinked company record
ProjectsProjects this contact is involved with
NotesInternal notes

Filters​

FilterOptions
CompanyFilter by associated company
SearchFilter by contact name or email
  • Companies — Company records contacts are linked to
  • Projects — Projects where contacts serve as stakeholders