1

Open the Client Contacts view

From the left-hand navigation bar, go to Client Contacts to see all client contacts in your system.Client Contacts table view showing existing contacts
2

Enable or disable client context

At the top-right of the Client Contacts view, you can toggle Group by client.
  • ON – Contacts are grouped under their client (company) name. This makes it easy to view all contacts belonging to the same organization together.
  • OFF – All contacts are shown in a single list, sorted according to your chosen sort option (e.g. Last Activity Date), without grouping by company.
Use Group by client when you want to work in a client-centric way and see all related contacts at a glance.
Disable it if you prefer to sort and filter purely by individual contact attributes.
3

Add a new client contact

  1. Click the Add Client Contact button in the top-right corner.
  2. Fill in the key details:
    • Name
    • Email address
    • Phone number
    • Client (the company they belong to)
    • Role and Department
    • Stage (e.g. Lead, Prospect, Customer, Blacklisted)
    Add Client Contact form with relevant fields
4

Manage and link contacts

Once a client contact is created, you can:
  • Edit their details directly in the table or in their profile
  • Link them to specific jobs
Keeping client contacts up to date ensures you always have the right people connected to the right clients, improving communication and coordination.