Contacts

Your address book: the people you email, call and meet, kept in one place and shared with your team when you want it to be.

Contacts are deliberately separate from leads and accounts. A lead is somebody you're trying to sell to. A contact is simply somebody whose details you need — a supplier, a colleague at a partner firm, an accountant.

What you'll find here

• Your Contacts Address Book — how contacts, books and groups relate, and what's actually stored on a contact.
• How to Add a Contact and How to Edit, Export or Delete a Contact — the everyday work.
• How to View and Search Your Contacts — finding someone among thousands.
• How to Organize Contacts with Books and Groups — a book is a whole address book; a group is a set of people inside one.
• How to Import Contacts from a VCF File — bringing in an address book you already have.
• How to Connect an External Contact Source — keeping a Google or Microsoft address book in step, rather than copying it once.

Where contacts show up elsewhere

When you write an email, the address suggestions come from here. When someone calls, KamoCRM tries to match the number against your contacts before it shows you an unknown caller. Keeping this tidy pays off in places that have nothing to do with this screen.