Manage your contacts
Every brand person you work with lives in Contacts, linked to their projects.
3 min read · Updated October 2026
Step 1: Find someone
Go to Projects, Contacts. Search by name, company or email, or filter by type. Tap a column to sort.
Step 2: Open a contact
See their details, every project they're on, and their emails.
Step 3: Add people to a project
On a project, use Add under People on this project. The main contact gets emails by default and fills in invoices; tap a person to make them main or remove them.
Tip: Contacts are made for you when a lead form, forwarded email or the Gmail extension brings in someone new.
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