Manage CRM contacts and companies

CRM stores people and organizations in the same Space as related tasks, comments, tags, notes, and dashboards. Contacts represent people. Companies represent organizations. Each record can have a General tab, Tasks tab, and Comments tab when available.

Use CRM to:

1. Create and manage Contacts.
2. Create and manage Companies.
3. Store emails, phones, addresses, owner, assignees, tags, and notes.
4. Link Contacts to Companies.
5. Add follow-up Tasks and Comments.
6. Review CRM-related dashboard widgets when available.

CRM Articles

• Manage CRM Contacts
• Manage CRM Companies
• Use CRM tabs, tasks, and comments

Before you start

• CRM must be enabled in App Settings.

• Contacts and Companies can be enabled separately.

• You need view access to see records.

• Create, edit, delete, task, and comment actions require the matching access.

• Mobile opens a selected record in a full-screen dialog with Done to return.

• Tabs are swipeable on small screens.

• Create dialogs maximize on mobile so fields, save, and delete controls stay reachable.

Troubleshooting

CRM is not visible

• Symptom: CRM, Contacts, or Companies are missing.
• Cause: CRM may be disabled in App Settings, hidden by role access, or unavailable in the current Space.
• Resolution:
  1. Confirm the active Space.
  2. Ask a Space admin to confirm CRM, Contacts, and Companies settings.
  3. Ask the admin to confirm your CRM permissions.

A record is missing

• Symptom: A Contact or Company does not appear in the list or search.
• Cause: It may be in another Space, archived/deleted, private, or named differently.
• Resolution:
  1. Search by full or partial name, email, or phone.
  2. Confirm the active Space.
  3. Check Archived or Recently Deleted if you have access.
  4. Ask a Space admin to confirm whether the record exists.