Primary
This section combines relationships and everyday identifying details:
- Assigned to and Collaborators select users.
- Stage, Priority, Group, and Tags are selectors. Group relates the contact to a group; Company relates it to an existing company — see Automatic company association for detail on how that relationship is kept. See Stage for more detail on that selector.
- First name, Last name, Job title, and Website accept text. Phone fields are covered in Phone and WhatsApp.
- Email is the only field marked required. Trying to create without it highlights the field, and the browser also rejects an invalid email format. Other emails lets you record additional addresses.
Frequently asked questions
Email is the only field marked required; you cannot create the contact without it.
Group relates the contact to a contact group; Company relates it to an existing company in the Directory.
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