Managing Contacts

Here you can create and manage Internal and External contacts.

✅ Before you Start

Applies to: Admins and Organization Admins

• Admins: log in with the Admin role and open the Admin space.
• Organization Admins: log in with the Organization Administrator role and open the Organization Management panel. This role has read and write access to everything in your organization and all its workspaces.

Then, navigate to Contact Management > Contacts.

👤 Creating an Internal or External Contact

Select the New Contact option to add a new entry. You can choose whether the contact is Internal or External.

Then, fill in the fields:

• Contact Type: Internal or External.
• Avatar File: Image (optional).
• First Name: Contact's first name (mandatory).
• Last Name: Contact's last name (mandatory).
• Email: Contact's email address (mandatory).
• Phone: Contact's phone number (optional).
• Job Title: Contact's job title (mandatory).
• LinkedIn: URL of the contact's LinkedIn profile (optional).
• Website: URL of an additional website associated with the contact (optional).
• Company (for External Contacts): The company the contact belongs to (mandatory). If the company is not listed, you can create a new one.

🏢 Organization Admins only: the form also has a Workspace field, where you choose which workspace the contact belongs to.

Editing a Contact

Find the contact in the list and choose Edit in the three-dot menu. Modify the data as needed.

Viewing a Contact

Find the contact in the list and choose View in the three-dot menu to review their details.

Deleting a Contact

Find the contact in the list and choose Delete in the three-dot menu. A confirmation prompt will appear to prevent accidental deletion.