Contacts overview

A contact is one record per person. Every conversation, opportunity, invoice, appointment, and note attaches to that record. Email and phone deduplication runs automatically on every create and import.

Anatomy of a contact

• Identity — name, email, phone, company, address.
• Tags — binary labels for segmentation.
• Custom fields — any data unique to your business.
• Timeline — every interaction, ordered newest first.
• Pipeline AI — opportunities this contact is linked to.
• Tasks — open and completed to-dos.
• DND — channels this contact has asked you to stop using.
• Attribution — source, medium, campaign, first and last touch.