Lead Contacts

Lead Contacts lives at /lead-contacts in the app. It is the place to see people associated with leads — names, roles, email and phone, status — before you email or log activity.

Relationship to a single lead

On a lead's detail page, the Contacts section lists contacts in the context of that business. The global Lead Contacts screen complements that: see people across every lead you are working without opening each company page first.

Adding contacts

From lead detail you can add contacts with the section action; forms capture fields such as name, email, phone, and status so downstream email queue and sent-email views stay tied to the right person.