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How To Manage Contacts In Crm

What this does

This guide explains the CRM Contacts page.

Use it to search contacts, import them, create new contacts, manage addresses, and review linked accounts.

Before you start

  • Contacts become more useful when the related account structure is already in place.

Steps

  1. Open CRM.
  2. Go to Contacts.
  3. Use the search bar when you need to find an existing contact.
  4. Use Import if you need to bring contacts in from another source.
  5. Click New Contact if you need to create one manually.
  6. Select a contact from the list to open Contact Details.
  7. Review or update:
  • First Name
  • Last Name
  • Contact Type
  • Display Name
  • Email
  • Phone
  • Notes
  1. Use Manage Addresses when you need to edit saved addresses.
  2. Review any Linked Accounts shown for the contact.
  3. Click Save when changes are ready.

Why this matters across the suite

Contacts are part of the shared people context that later shows up in booking, customer communication, and billing.

If contacts are incomplete or linked to the wrong accounts, that confusion can follow the team into Booking and Invoice later.

Common mistakes

  • Leaving display names and contact details inconsistent.
  • Forgetting to connect contacts back to the correct accounts and addresses.

What to do next

If you need timeline history or manual context records, continue into CRM activity.

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