Contacts
Contacts are the people you work with — tied to their company and to every deal, project, ticket, and conversation they touch.
- 01Contacts overview
Contacts are the people you work with — tied to their company and to every deal, project, ticket, and conversation they touch.
Updated September 18, 2026 · 2 min read - 02The contact record
A tour of the contact record — overview, activities, sales, tickets, notes, documents, and audit.
Updated September 18, 2026 · 4 min read - 03Outbound calling & email
Work a list of contacts as a campaign — call and email from one cockpit, record what happened, and see which segments are worth the effort.
Updated September 18, 2026 · 16 min read - 04Client portal access
Give a client secure access to their own tickets and projects through the client portal — granted, managed, and revoked from the contact record.
Updated August 12, 2026 · 1 min read - 05Contact settings
Configure the statuses, types, and tags that classify your contacts.
Updated September 18, 2026 · 1 min read
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