Contacts & Companies#
Contacts are the individual people you do business with — prospects, customers, partners, and influencers. Companies (also called Accounts) are the organisations those people belong to. A contact can belong to one or more companies, and a company can have many contacts.
You can create contacts manually, import them from a CSV, or have them flow in automatically from web form fills or lead capture integrations. Every contact gets a full activity timeline showing calls, emails, SMS messages, notes, deals, cases, and tasks — all in one place.
| Name | Company | Phone | Status | Owner | |
|---|---|---|---|---|---|
SCSarah Chen | Globex Corp | s.chen@globex.com | +1 415 555 0102 | Customer | JS |
DPDavid Park | Initech Ltd | d.park@initech.io | +1 212 555 0189 | Prospect | MK |
EWEmma Wilson | Acme Inc. | e.wilson@acme.com | +1 312 555 0234 | Lead | AL |
CRCarlos Reyes | Hooli | c.reyes@hooli.io | +1 650 555 0177 | Customer | JS |
Creating a new contact
- 1Navigate to Contacts in the sidebar and click the blue "+ New Contact" button.
- 2Fill in First Name, Last Name, and at least one of: Email or Phone.
- 3Link the contact to a Company — type to search existing companies or click "Create New Company".
- 4Set the Contact Status (Lead, Prospect, Customer, Churned) and assign an Owner.
- 5Click Save. The contact record opens immediately.
Contact detail view
Sarah Chen
CustomerVP of Engineering · Globex Corp
Open Deals
2 · $62,000
Open Cases
1
Last Activity
2 days ago
Importing contacts via CSV
To bulk-import contacts navigate to Contacts → Import. Download the CSV template, populate it with your data, and re-upload. The importer shows a column-mapping step where you can match your CSV headers to Coeffection fields — including any custom fields your admin has configured. Duplicate detection is based on email address; existing records will be updated rather than duplicated.