CRM records
Contacts
Maintain people and their relationships, activity, and sales work
Contacts represents individual people and connects them to businesses, deals, communication, tasks, meetings, and calls
What this workspace includes
- Contact list and search
- Contact details
- Business relationship
- Activity and linked work
Complete workflow
- 1
Search first
Look for the person before creating a record
- 2
Create or update
Maintain current identity and relationship data
- 3
Use the detail page
Start communication and sales work from the record
- 4
Review history
Understand prior activity before the next action
How records and settings behave
- A contact can link to a business
- Activity accumulates on the record
- Custom fields extend available details
Working effectively
- Use one record per person
- Keep primary communication details current
- Record relationship context
Keep the correct context
Confirm the active organization, agency, client, site, or record before making a change. The name shown in the workspace identifies where the result will be saved.
Frequently asked questions
Where should I start with Contacts?
Look for the person before creating a record
When is my work saved?
A contact can link to a business
How do I confirm the result?
Return to the related list or detail view and review its current status. Custom fields extend available details