Add contacts from across all your devices.
Add and create contacts from any device.
Creating Contacts
Step 1. Select the 'Contacts' tab at the bottom of your screen
Step 2. Click '+ Create Contact' to start inputting contact information
Contact name is the only required field. You can edit contact information later.
Step 3. Proceed by adding all contact details
Step 4. After a contact is created, you'll be directed to the Contact Overview page
Updating Contact Information
Contact Information that can be updated:
- Contact Type, Phone, Email, and More
- Location
- Projects Associated with that Contact
- Companies Associated with that Contact
- Notes and Recent Activity
Select the 'Update' button in each relevant section to change or update details.
Need help organizing your contacts? Select the chat bubble at the top of your mobile screen to contact our Customer Success team.