Add and edit contacts

Create and update contacts manually or from import.

Overview

Add contacts from LinkedIn, CSV import, prospect discovery, or manual entry. Edit details anytime; changes stay in your workspace.

In Contacts, use Add contact or bring people in via import or LinkedIn connections import.

Fill name, organization, category, and notes. Link an organization record when you have one.

Save. Use enrichment (Team plans) to pull firmographic data—always review before outreach.

Contacts overview

Manage people and organizations for relationship-driven BD.

Organizations and people

How firm and person records relate in your contact graph.