Contacts

Manage individual people, their company associations, and communication history.

Contacts represent individual people in your CRM — your customers, prospects, and business partners. Each contact can be linked to a company and associated with deals, quotes, and email communication.

Contacts List

The Contacts list provides a searchable, sortable view of all your contacts.

1
Navigate to Contacts in the sidebar.
2
Use the search bar to find contacts by name, email, or phone number.
3
Filter by company or assigned user using the dropdown filters.
4
Click column headers to sort by name, title, company, or created date.
5
Click a contact row to open the contact detail modal.

Creating a Contact

Add new contacts to your CRM individually or through lead qualification.

1
Click the + New Contact button on the Contacts page.
2
Enter the contact's first name, last name, email, and phone.
3
Optionally link the contact to a company.
4
5
Click Save — the contact modal stays open so you can add notes, tasks, or files.

Contact Detail Modal

The contact detail view gives you full access to all information and related records for a contact.

Info Related Notes Tasks Files Activity Email
Info — Personal details — name, email, phone, title, address fields, company association, and assigned user.
Related — View all deals and quotes linked to this contact. Filter deals by status (Open, Won, Lost).
Notes — Add timestamped notes about interactions with this contact.
Tasks — Create and track tasks related to this contact.
Files — Upload and manage documents associated with this contact (10MB per file).
Activity — Chronological audit log of all changes to this contact record.
Email — View synced emails sent to and received from this contact's email address. Requires an OAuth email connection (Gmail or Outlook).
Contacts can also be created automatically through lead qualification. When you qualify a lead, OppLogix creates a Contact, Company, and Deal all at once.
The Email tab only appears if you have connected a Gmail or Outlook account via OAuth. See the Email Accounts section for setup instructions.

Frequently Asked Questions

No, each contact is associated with one company at a time. You can change the company association by editing the contact's Info tab.

Deleting a contact removes the contact record and all associated notes, tasks, and files. Deals linked to this contact will remain but lose the contact association.

OppLogix does not currently have an automatic merge feature. To consolidate duplicates, update the record you want to keep with information from the duplicate, then delete the duplicate.

Related Articles

Companies

Track customer organizations, their billing details, and associated contacts and deals.
Leads

Capture, qualify, and convert sales leads into contacts and deals.
Deals & Pipeline

Track sales opportunities through customizable pipeline stages with drag-and-drop management.
Email Accounts

Connect your Gmail or Outlook account to send and receive emails directly in OppLogix.