Contacts

Contacts at https://repdesk.io/contacts stores people (customers, buyers, and other individuals). In the product data model these live in the people table. A contact can stand alone or be linked to an account (company) for reporting, activities, and quotes.

(Screenshot — add later: Contacts list with account column and row menu.)

Add a contact#

1. Open Contacts.

2. Use New contact or go straight to https://repdesk.io/contacts/new, or use the plus / add control on the list—depending on your layout.

3. Fill required fields (your admin defines which appear and which are mandatory—often name, email, phone, title).

4. Save.

Link a contact to an account#

From the list or detail view, use the account lookup (search by company name) to attach the person to an account.

• Linking helps keep one person tied to the right company for pipelines, orders, and reporting.

• Changing or clearing the link updates that relationship everywhere the product uses it.

For your first records, see Add your first contact or account.

(Screenshot — add later: Account lookup on the contact form or detail sidebar.)

Edit contacts#

• Inline edit: Many list columns support click-to-edit when your role allows—same pattern as Accounts.

• Detail page: Open a contact from the list for a fuller layout, more fields, and related actions your org configured.

Filter, saved views, and export#

Contacts use the same tools as other CRM lists:

• Filter sidebar — narrow by owner, account, tags, or custom fields your admin added.

• Saved filters / views — save a combination you reuse often.

• CSV export — when your role allows CRM export.

Step-by-step on building filters and saved views: Filtering & saved views.

Delete contacts#

Remove a contact from row actions or bulk selection, then confirm. Before deleting, consider activities, deals, or quotes that might reference that person—your admin can advise on policy.