Skip to content
PRESHaiPRESHaiPRESHos Platform

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.
Contacts at /contacts: contact tabs above a table with name, email, phone, company, stage, owner, and location columns
  • 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.

Owner

Section titled “Owner”

Each contact names one owner, and the owner picker lists tenant members — not free text. Membership lives under People; if the contact row and the member list ever disagree, People is the source of truth.

  • The OWNER column reads the member per row: mostly Chris McGovern here, with Jillian Greshaber and Lorrie Sevetz on some rows. Rows with no holder read Unassigned — a follow-up, not a state to leave.
  • The rest of the row is the relationship context the owner holds: name, email, phone, company, stage chip, and location, 1–25 of 7450.
Contacts at /contacts: OWNER column naming the tenant member holding each relationship
  • The Contact Owner picker under About this contact lists tenant members with a Search users filter: Anita Kaestner, Archer Preslhy, Chris McGovern, David Murray — plus a No owner row for clearing the holder.
  • Reassigning here moves the relationship, not the record: the contact keeps its company, timeline, and deals; only the named member changes.
Contact detail for Amy Aalto: Contact Owner picker listing tenant members
  • 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

Section titled “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.