User Guides
Contacts
Add a contact
Create a contact manually and link it to a company.
Add a single contact
- Go to Contacts and click New contact.
- Enter at least a name and either an email or a phone number.
- Start typing in Company to link an existing company, or create a new one.
- Click Save.
Custom fields
Admins can add custom fields under Settings → Fields. Fields can be text, number, date, dropdown or checkbox.