Contacts

Contacts at /contacts is the directory of people at the tenant’s client companies: who the work is for and who signs off on it. Companies holds the organizations; contacts are the names inside them.

• Tabs split the list: All Contacts and Primary. Search, sort, columns, and filters narrow the rows; Add Contact adds a row.
• The table lists name, email, phone, company, stage, owner, and location per row.
• Stage reads the relationship state per row (Unknown, subscriber, Lead, Other, Customer, Evangelist) — not the work state.

• Every contact belongs to a company. Rows reading No company are follow-ups that cannot be routed — attach them before closing the tab.
• Each contact carries its activity timeline: the notes, calls, and tracked emails attached to it in chronological order. The shared model lives on the Activities hub.
• Tenant members are not contacts. Membership — invites, roles, offboarding — runs through People; contacts are the client side of the relationship.
• Views shape the list; the org default for the views the team opens daily is set under Table Views.

What next

• Activities: the shared activity model behind each contact timeline.
• Companies: the organizations these contacts belong to.
• Lists: the saved lists that segment these records.
• Projects: the work done for these companies.
• People: tenant members, kept separate from client contacts.
• Sales deals: the pipeline these relationships feed.