
Adding a contact
- Click Add Contact on the Contacts page.
- Fill in the details. At minimum, provide a first or last name — everything else is optional and can be added later.
- Click Save.
Editing a contact

- First Name / Last Name — the contact’s name
- Company — their business or employer
- Job Title — their role or position
- Title — honorific prefix (Mr., Ms., Dr., etc.)
- Notes — internal notes about this contact
Profile picture
Click the profile picture area or the Upload Image button and select an image file. Supported formats: JPG, PNG, GIF (max 5MB).Email addresses
Contacts can have several email addresses, each with an optional label (“Work”, “Personal”). In the Emails section of the profile:- Add — click Add Email, enter the address and label, and click Save.
- Edit — click Edit next to the address to change it or its label.
- Delete — click Delete next to the address and confirm. The contact’s message history is unaffected.
Marketing opt-ins
Marketing email goes only to addresses with an opt-in on record. The Marketing email section of the profile shows each of the contact’s addresses as Opted in — with how and where they agreed, the date, and your evidence — or No opt-in on record. Only owners and admins can record or withdraw opt-ins. To record an opt-in:- Click Record opt-in next to the address.
- Choose how they agreed and where they opted in, and enter the date.
- Under Evidence, say where the proof is kept: a form link, a signed sheet, a booking reference.
- Click Record opt-in.
Phone numbers
In the Phone Numbers section, click Add Phone Number, enter the number, select the country code, and click Save.Addresses
In the Addresses section, click Add Address, fill in the fields — Address Line 1 and 2, City, State/Province, Postal Code, and Country — and click Save. Country is required, and a country on its own is not an address, so fill in at least one of the other fields as well.Message history
The Messages section lists every message sent to or from the contact, with date, subject, preview, and direction. Click a message to open it in the inbox.Deleting a contact
Open the contact, click Delete Contact, and confirm.A deleted contact disappears from your lists, but its data isn’t
permanently erased. Contact support if you need permanent deletion.
Troubleshooting
Next steps
Inbox overview
View messages from your contacts
Automations
Create automated workflows for contacts