Contacts

Contacts are people: name, email, phone, company link, tags, and marketing opt-in status.

Where contacts come from

Manual entry, lead-form submissions, Direct Book requests, and CSV import (which can tag everyone imported in one go).

The contact page

See every lead, booking, and event the person is attached to, plus notes and tasks. Contacts link to an account when they belong to a company.

Tags & marketing

Tags on contacts power campaign audiences (see Audiences). The opt-in flag records their marketing consent.