Contacts & Accounts
Contacts
Manage people records, link to accounts, filter, and export.
Last updated 2026-04-12 · Open in app
Contacts stores people (the people table in the product). Contacts can stand alone or link to an account.
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Contacts grid with account column and row actions menu.
Add a contact
Use New contact or the plus button on the list to create a person. Required fields depend on your org's field definitions.
Link to an account
From the list or detail view, use the account lookup to search and attach the contact to a company record. Clearing or changing the link updates the relationship for reporting and activities.
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Account lookup on contact form or detail: search and attach to company.
Edit and inline fields
Like accounts, many columns support inline edit. Open a contact's detail page for full layout and related actions.
Filter, saved views, export
Same pattern as accounts: Filter sidebar, saved filters, and CSV export (role permitting). See also Filtering & saved views.
Delete
Remove contacts via row actions or bulk selection with confirmation. Consider impact on activities and deals before deleting.