💡 You can assign one or more contacts to a relationship. You can also create contacts without linking them to a relationship.
💡 Contacts that you created directly within a relationship are also shown here.
⇢ Go to Relation management - Contacts.
Click the green plus icon to add a new contact.
Click on a contact to edit it.
General data
Relationship: the relationship this contact belongs to.
💡 This way, you can optionally link a contact to a relationship.
Active: checked by default to allow this contact to be used in actions.
Contact
First name: the first name of this contact.
Last name: the last name of this contact.
Position: the role or function of this contact.
Phone number: a landline number of this contact.
Mobile number: a mobile number of this contact.
Email address: an email address of this contact.
Marketing consent: use this field to indicate whether this person has given consent for marketing emails.
💡 When creating email lists for marketing purposes, you can download the contact details in Excel format. This makes it easy to gather the email addresses.
Notes
Note: in this field, you can keep general information about this person.