Manage contacts

Create and maintain the people and companies your team sells to and supports.

Open the contacts area

1. Open WeldCRM from the app rail.
2. Use the module sidebar to choose People or Companies (or a custom list you created).
3. The main table shows names, status, owner, and key fields.

Click a row to open the record in a side panel without losing your place in the list.

Add a person

1. Click New (or Add contact) on the People list.
2. Enter name, email, phone, and company as needed.
3. Assign an owner if your workspace uses ownership.
4. Save.

You can also create a person from inside a company record or import contacts through settings integrations.

Add a company

1. Go to Companies in the sidebar.
2. Click New company.
3. Fill in name, website, industry, and address fields your workspace uses.
4. Save, then link people from the company's Contacts tab.

Log notes and activity

1. Open a contact or company from the list.
2. Use the Notes tab (or activity timeline) in the panel.
3. Write what happened on a call or meeting and save.

Notes are visible to teammates with access to that record.

Search and filter

• Use the search box on any list for name, email, or company.
• Add filters for status, owner, tags, or custom fields.
• Save frequent filters as lists in the sidebar for one-click access.

Next steps

• Work a sales pipeline — attach contacts to deals
• WeldCRM overview