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Click **Contacts** in the sidebar. Click **+ New Contact**. Fill in the contact details: name, email, phone, job title, company. Click **Save**.
Emails sent and received Calls and meetings logged Deal activity Notes and tasks Automation events
Core Features
Managing Contacts and Companies
Last updated: 2026-04-01
Managing Contacts
Create a Contact
Contact Timeline
Every contact has a timeline showing:
Link to Companies
Contacts can be linked to companies. When you set a contact's company, they appear on the company's profile page.
Custom Fields
On Professional plans and above, you can add custom fields to capture data specific to your business.
Search and Filter
Use the search bar and filters to find contacts by name, email, company, tags, or any custom field.
contactscompaniesCRMmanagementprofiles
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