Managing People (Contacts)

The People section of Contacts is your database of individual contacts — customers, prospects, partners, and any other person you interact with.

Navigate to: Contacts > People

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Adding a New Person

1. Click the + New Person (or Add) button in the top right.
2. Fill in the contact's details:
   • First Name and Last Name (required)
   • Email — You can add multiple email addresses
   • Phone — You can add multiple phone numbers
   • Status — e.g., Prospect, Customer, Lead (configurable by your admin)
   • Organization — Link the person to a company in your database
   • Custom Fields — Any additional fields your admin has configured
3. Click Save to create the contact.

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Viewing a Person's Profile

Click on any person's name to open their profile. The profile includes:

• Contact Information — All emails, phones, and addresses
• Linked Organization — The company this person works for
• Activities — All calls, meetings, emails, and tasks associated with this person
• Leads — Any leads linked to this person
• Deals — Any deals associated with this person
• Projects — Related projects
• Notes — Internal notes added by your team
• Emails — Email history from the Inbox
• Change Log — A full history of who changed what and when
• Attachments — Files and documents uploaded to this contact

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Editing a Person

1. Open the person's profile.
2. Click Edit or click directly on the field you want to change.
3. Make your changes and click Save.

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Filtering and Searching People

• Use the Search bar at the top of the People list to find contacts by name, email, or phone.
• Use Filters to narrow down by:
  • Status
  • Created date
  • Custom field values
  • Organization
• Click Clear Filters to reset.

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Changing the View

• Toggle between Table View (spreadsheet-style) and List View using the view buttons in the top right.
• In Table View, you can sort by clicking any column header.

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Bulk Actions

1. Check the boxes next to multiple people.
2. Use the Bulk Actions menu to:
   • Update status
   • Assign to a team member
   • Delete selected

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Deleting and Restoring a Person

To delete:

1. Open the person's profile or select them in the list.
2. Click Delete (or the trash icon).
3. Confirm the deletion.

Deleted people are soft-deleted — they are not permanently removed. An administrator can restore them from Settings > Restore.

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Scanning a Business Card

SalesKey supports adding contacts by scanning a business card:

1. In the People list, click the Scan Business Card option.
2. Use your camera or upload a photo of the business card.
3. SalesKey will extract the contact details automatically.
4. Review the parsed information and click Save to create the contact.

See Scanning Business Cards for more details.

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Importing People

To add many contacts at once, use the CSV import feature. See Importing Contacts for step-by-step instructions.