Contacts

The Contacts section stores detailed information on each of your customers and prospects.

It serves as a comprehensive address book and customer database, allowing you to filter, search, and sort contacts based on specific attributes or custom fields.

Each contact entry can include name, email, phone number, company, status, tags, notes, and engagement history.

From this view, you can also assign contacts to segments or campaigns, schedule tasks, and send direct communications.

This centralizes all your customer data in one secure location, making it easy to maintain accuracy and consistency across your sales and marketing efforts.