Contacts and Companies

    Manage contacts, company records, custom fields, tags, and database organisation.

    Your database is the foundation of your CRM. Learn how to create, update, and organize contacts and companies effectively.

    Designed for

    This section is for all users managing customer data and business relationships.

    Key topics covered

    • How to create and manage individual contact records
    • How to associate contacts with companies
    • How to use tags and custom fields for segmentation
    • How to keep your database clean and avoid duplicates

    Guides & Documentation

    Important Information

    Notice

    Always search for a contact before adding a new one manually to prevent creating duplicate records.

    Service Continuity

    Using tags for structured data instead of custom fields. Tags are best for temporary or flexible labels, while custom fields are better for permanent data.

    Support Guidance

    If a contact's activity history isn't updating, ensure website tracking is installed and they have interacted with a trackable element.