Help centre / Win work

Contacts

Your client and lead address book, with history and lead scores.

Available on all plans

What it is

Every person or business you deal with. Each contact shows their details, notes, activity timeline, deals, invoices and a lead score that rises as they engage.

When to use it

  • Someone enquires.
  • You win a new client.
  • You want to find who to follow up.

How to do it

  1. Open Contacts and choose New contact, or import a spreadsheet.
  2. Add name, email, phone, company and tags.
  3. Open a contact to add notes, create a deal, task, proposal or invoice for them.
  4. Use smart lists to save filters such as 'hot leads' or 'no contact in 90 days'.

Good to know

  • Chat, form and booking enquiries create or update contacts automatically — no retyping.

Still stuck? Read troubleshooting, or sign in and open Help & support.