Contacts represent individual people. Organizations represent the companies, agencies, or partners those contacts belong to.
Prerequisites
Users with Analyst or View Only roles can view Contacts and Organizations but cannot create or edit them.
Managing Contacts
Step 1: Navigate to Contacts
Click Contacts in the left navigation menu.
This will open your Contacts list.
Step 2: Add a New Contact
Click + Add Contact in the top right corner.
The Add Contact window will open.
Enter the contact’s information, such as:
First Name
Last Name
Title
Email
Work Phone Number
Cell Phone Number
Click Save to create the contact.
The contact will now appear in your Contacts list.
Step 3: Import Contacts via CSV (Optional)
To import multiple contacts at once:
Click Upload contacts and organizations from .csv file at the bottom of the Add Contact window.
This is useful for bulk imports or initial workspace setup.
Managing Organizations
Step 1: Navigate to Organizations
Click Organizations in the left navigation menu.
This will open your Organizations list.
Step 2: Add a New Organization
Click + Add Organization in the top right corner.
The Add Organization window will open.
Enter the organization’s information, such as:
Organization Name
Website
Phone Number
Type
Industry
Optional: Select Workspace Organization if the organization is part of your internal workspace.
Click Create Organization to save.
The organization will now appear in your Organizations list.
Step 3: Import Organizations via CSV (Optional)
To import multiple organizations:
Click Upload contacts and organizations from csv file at the bottom of the Add Organization window.
Step 4: Filter Organizations
You can filter your Organizations list to quickly find specific records.
Click Add a filter next to the search bar.
Available filters include:
Account Owner
Industry
Tags
Type
Summary
Contacts and Organizations help you manage key relationships across your pipeline, including:
Government contacts
Industry partners
Customers
Teammates and stakeholders