Submodule contacts

Overview

Under Contact module → Contacts in the top navigation you manage all contacts of your organization.

Note: Visibility and editing depend on your contact permissions.

Contact overview

The list shows Name, Email, Title, Salutation, and Created at. Use the search bar to filter contacts.

Create and edit contacts

1. Plus icon for new contact (or open row to edit).
2. Required field Responsible: Assign a person from your organization.
3. Save with Save.

In the detail view you additionally find:

• Leads: Leads linked to the contact (create and view)
• External IDs: External identifiers (read-only, e.g. from sync systems)

Delete contacts

Open the contact and click Delete; confirm in the dialog.

Import

Import contacts, leads, and institutions via CSV under Import contacts. The wizard guides you through column and value mapping.

Fields

1. First name / Last name
2. Title, Salutation category, Artist name
3. Comment, Priority
4. Responsible (required)
5. Biography
6. Position / company (institutions from Institutions)
7. Contact data (email, phone, socials, website)
8. Addresses
9. Images

Usage

Contacts are the basis for leads, mailings, and event processes across the organization.