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Contacts is the organization-wide directory for people connected to clients and deals.

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Find a contact

Use search, client and deal selectors, buyer-role filters, column filters, sorting, and pagination to narrow the directory. Selecting a row opens the contact detail page. The table can show client, owner, creator, source, last activity, custom fields, and deal role when a deal filter is active.

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Create and manage

Users with contact write access can create a contact from the page action. A new contact can be associated with a client and, when applicable, a deal and relationship. Row actions support editing and deleting. Deleted contacts appear in a separate Deleted view and can be restored by an eligible administrator. Linked activity history is preserved through the delete and restore flow.