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
- First / Last / Full name — basic identity.
- Email, Phone — how to reach them.
- Title / Role — their position (CEO, Buyer, Engineering Manager…).
- Parent — the lead or customer they belong to. Always exactly one.
- Notes — freeform notes specific to this person.
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 + name from a company site onto the lead.
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 the Title field consistently; it makes “all the CTOs we've talked to” trivial later.