Contacts and companies
Adding a contact or company
Open the Contacts or Companies list and choose New. A contact needs a name; everything else — email, phone, owner — is optional and can be filled in later.
Linking contacts to companies
From a contact, set the company they belong to; the company page then lists everyone linked to it. A contact can belong to one company at a time.
Tags and custom fields
Tags are flat labels you attach to any contact or company and filter by. Custom fields are extra columns an administrator defines once for the whole workspace, under Settings.
Activities
Log a call, meeting, note or email against a contact or company to build its timeline. Activities can be edited, archived and restored; archiving hides them without deleting them.