Relationship Management
Contacts
Build and maintain your audience and buyer contact base.
Contacts is your relationship memory.
Use it to store people you invite, sell to, follow up with, or collaborate with.
| Contact action | Why it matters |
|---|---|
| Add contact | Preserves context for future outreach |
| Search/filter | Speeds up campaign and invite prep |
| Open details panel | Gives full context before follow-up |
| Edit fields | Keeps quality high across teams |
What you can do
- create contacts,
- search contacts,
- open detailed contact profiles,
- edit key details,
- browse large lists with pagination.
Layout behavior
Desktop
The contact list and details panel can be used side-by-side for fast review.
Mobile
Contacts appear as cards. Selecting a contact opens a full details view.
Recommended fields to keep accurate
- name,
- email,
- phone,
- company/affiliation,
- notes for context.
Good usage habits
- Add high-priority contacts early.
- Clean duplicates before major campaign sends.
- Review contact list before invitation waves.