Contacts (PhoneBook)

Everyone your team talks to, in one shared address book: clients, leads, staff, vendors and everyone else.

Guide	What it covers
Contacts	The list, groups, favourites, creating and viewing a contact, sharing, recently deleted
Importing, exporting and merging contacts	Import from a phone or spreadsheet, export, find and merge duplicates

Where: CRM → Contacts.

Contacts are the shared address book of the whole organisation. A client is a business record (tickets, deals, billing); a contact is a person or company with phone numbers and emails. A client can be linked to a contact: the client page shows Open in Contacts.

Related: Clients · Search and favourites