Browse this guide
Choose the right CRM area
Open the area that matches the record or action you need.
People
Contacts
Find people, open a customer record, or add an individual contact.
Organizations
Companies
Manage business records separately from the people who work with them.
Follow-up
Tasks
Review assigned follow-ups and other work connected to customer activity.
Bulk Actions is not available yet
The CRM navigation includes a Bulk Actions destination, but that screen is marked as coming soon. Use the actions available in the contact directory or individual contact record for now.
Find and open a contact
The directory is designed for quick lookup before you act on a customer record.
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Open the contact directory
Go to Contacts. The list is paginated, so move between pages when a match is not in the current result set.CRMContacts - 2
Search by a known detail
Use a name, email address, or phone number to narrow the directory. - 3
Review and open the record
Select the matching row to see the contact profile and any related areas available to your role.
Sorting applies to the current page
Column sorting rearranges the contacts already loaded on the visible page. It does not guarantee a globally sorted result across every page.
Create a contact
Capture the minimum usable customer details first; add richer context when it is available.
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Start a new contact
From Contacts, choose the new-contact action. The contact type starts as Customer unless you change it.CRMContactsNew contact - 2
Enter the required identity details
Provide a first name, last name, and valid phone number. Email and role can be added when known. - 3
Save and continue from the profile
After saving, open the contact record to add notes, documents, appointments, deals, or financial work as needed.
Bring contacts in or take a working copy out
Use import for structured CSV data and export when you need an offline contact list.
Import a CSV
Choose a CSV file, review the mapped contact data, and submit it. Importing requires permission to create contacts.
Import from this device
The browser contact picker appears only on supported devices and browsers. It is not a universal import option.
Export contacts
Choose an available date range and download a working copy. The export may contain more records than the current paginated view.
Check the result
Review imported rows for missing phone numbers, duplicate people, and incorrect company associations before using them.
Work from a contact record
The profile keeps customer context together so you can move from a detail to the next action without rebuilding the story.
- Review identity and relationship details in Overview.
- Check Messages, Activity, and Notes for recent context.
- Use Financial health and Invoices when finance access is available.
- Track Tasks and Appointments for the next follow-up.
- Review Deals for pipeline context.
- Keep supporting files in Documents.
Related tools still follow their own access rules
Seeing a contact does not guarantee access to every tab or action. Creating an invoice, opening calendar details, or changing a deal can require the corresponding module and permission.
Connect companies and follow-up work
Use company records for organization-level context and tasks for work that must happen next.
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Open Companies for a business record
Use Companies when the organization itself—not only one person—is the customer or relationship you need to manage.CRMCompanies - 2
Keep the person record distinct
Use Contacts for the named individual and preserve the relevant company association where the form provides it. - 3
Use Tasks for the next action
Record and review follow-up work in Tasks instead of relying on the contact profile as a reminder list.Tasks
Respect access and irreversible actions
Available CRM controls change with your role and organization permissions.
Deletion is permanent
Confirm the exact contact or company before deleting it. The current interface presents deletion as a permanent action, and related history may be important to other teams.
- View, create, update, delete, import, and export controls can be permission-gated.
- Company actions use their own entity permissions.
- Keep required phone details valid before saving or importing.
- Check related-module access before promising a complete customer timeline.