Adding a contact
1
Go to Contacts
Click the Contacts icon in the sidebar, or press
C twice.2
Click Add Contact
Click the button to add a new contact. Fill in their details — name, email, phone, company, or whatever you have.
3
Save
Click Save and the contact is added to your directory.
Finding contacts
Use the search bar at the top to find anyone quickly:- By name — Type their name
- By company — Type the company name
- By tag — Filter by tags you’ve assigned
Organizing with tags
Tags help you group contacts into categories. Some ideas:
To add a tag, open a contact’s detail page and click Add Tag.
Favorites
Mark your most important contacts as favorites so they’re always easy to find. Just click the star icon on any contact card.Grid and list views
Switch between grid view (cards) and list view (table) depending on what’s easiest for you. Use the toggle at the top of the contacts page.What’s next?
Pin your venues
Got locations and venues? Save them in Places.