A Contact is a person — the human you actually talk to. Where Leads and Customers represent the company side of a relationship, Contacts represent the people side.
Adding a contact to a lead advances it. When you add a contact to a lead, that lead moves into the Contact stage and appears in the Contacts tab. This is the step people miss — AI research alone doesn't do it.
What a contact carries
The form is deliberately short — five fields and nothing else:
- First name and Last name — basic identity. The full name is assembled from the two.
- Role / title — their position (CEO, Buyer, Engineering Manager…).
- Email and Phone — how to reach them.
A contact also belongs to exactly one parent — the lead or customer whose panel you added it from. You don't pick that; it comes from where you are.
There is no per-contact notes field. Notes and activities hang off the parent lead or customer, not off the individual person — so record “spoke to the buyer on Tuesday” as a note or activity on the account, naming who it was about.
Why contacts are separate from leads & customers
The Lead and Customer records hold the primary person, but a real account usually has several people in the decision. Contacts let you record all of them:
- A buyer and a technical reviewer on the same customer.
- An assistant who books meetings plus the executive who decides.
- The person who replied to outreach plus the person who signs.
Where contacts come from
- Added manually — on the parent's detail panel, Contacts section → Add contact.
- Promoted on conversion — a lead's Contact Name becomes a proper Contact record on the new customer, keeping email and phone.
- From AI research — the Agent extracts a contact email and name from a company site onto the lead. Note that this fills the lead's fields; it does not create a Contact record, which is why the Contacts tab can stay empty after a successful research run.
Tips
- Contacts are cheap — add them as you meet people, not in a batch.
- If a contact changes companies, create a new Contact on the new customer rather than moving the old one — it preserves history.
- Use Role / title consistently; it makes “all the CTOs we've talked to” trivial later.