Contacts are the People or Organizations you’re selling to.

You can access your contacts through the Persons or Organisations Tabs.

Contacts can be added:

• by clicking the button “New Person” or “New Organization”
• on the fly when adding a New Deal
• directly when linking contacts to a deal
• with a CSV file
• from an email message
• by receiving a web form on your site
• through API

Once you have added a new contact you will go to the contact page to complete any information.

Adding contacts through emails

If you receive an email you can add the contact  by clicking on