Sales
Contacts and companies
Add people and organizations, link them and see every interaction on one timeline.
Last reviewed October 3, 2026
Contacts are people. Companies are organizations. Link a contact to a company to see everyone you know there.
Add a contact
- 1Open Sales > Contacts in the left menu.
- 2Select New contact and fill in the name, email and any other fields.
- 3Choose a company to link, or leave it blank.
- 4Save. The contact page shows details, timeline, deals, tickets and files.
Good to know
- The timeline lists activities, notes, emails, files and changes in date order.
- Custom fields you add in Settings > Custom fields appear on every record.
- Use Duplicates to find and merge records that describe the same person or company.
- Files can be attached to any record. Each file can be up to 25 MB.