Using the CRM

The CRM lets you track the companies and people you work with, then use those records on deals. Open CRM in the sidebar to reach the Contacts and Companies lists. You can add a record one at a time, filter the lists, and update types, notes, and emails from the table or the record. Each contact belongs to a company, so the two lists stay tied together.

Companies and contacts

Companies are the organizations in your CRM. Contacts are the people at those companies. Types classify both records, including custom types you create, so you can group who you reach out to.

Open a record to edit About in the sidebar. On a contact, Email and Other emails each open a menu with Send email and Copy email. On a company, Compose on the Emails tab includes that company's contacts in To. On a deal, change a company team member's role from the menu labeled Change role to....

Add a contact

Add one person from the Contacts list. To add many records from a spreadsheet, follow Importing contacts and placements.

• Open the dialog — On Contacts, click Add contacts.
• Enter the required fields — Fill in Company, First name, Last name, Email, and Types.
• Save the contact — Click Save contact.

Add a company

Add one organization from the Companies list.

• Open the dialog — On Companies, click Add company.
• Enter the company — Fill in Company name and Company type.
• Save the company — Click Save company.

Last contact

The Last contact filter limits a list by when you last reached the record. It is on both Contacts and Companies. Use it to find recent conversations or records with no contact yet.

• Last 30 days
• 30–90 days
• 90+ days
• Never contacted

When you filter companies by labels from more than one group, the company has to match every group. See Applying Labels.

Update the list

Select rows to change types or add contacts to a deal, and edit the latest note in the list. Enrich a contact from a table cell in Enrichment.

• Open contact types — Select the rows and click Contact types.
• Open company types — On Companies, click Company types.
• Choose a type — Select a type under Standard or Custom.
• Create a custom type — Type a name in Search or create a type…, then click Create with that name.
• Add contacts to a deal — Select contacts and click Add to deal.
• Open the latest note — Click the Latest note cell.
• Save the note — Write the note, then click Save note.
• See other phone numbers — Click the + count beside a phone number to list Mobile and Work.