Manage people (People)
The People section lists your client contacts. It is filled from leads and signed quotes. Ideal for finding a client or company.
Contacts are the people you work with. Good contact management is essential.
Create a contact
1. Go to "Contacts"
2. Click "New contact"
3. Fill in the information
Contact information
• First and last name
• Email (main for communications)
• Phone
• Company (link to company record)
• Position in company
• Notes
Contact view
On a contact page, you see:
• Their contact details
• All their events (past and upcoming)
• Communication history
• Added notes
Quick actions
• Create an event for this contact
• Send an email
• Add a note
Contact import
Import your existing contacts via CSV from Settings > Import.
Managing People (Contacts)
People are the individual contacts you work with (clients, organisers, suppliers). They live in the People/Contacts section and can be linked to Companies and Events.
Where to find people
- In the workspace sidebar, open People (or Contacts).
- Use the list view to see all contacts (name, email, linked company).
- Use search and filters to quickly find a specific person.
Person detail
Click on a person to open their detail page. You may see:
- Overview: name, email, phone, linked Company, role.
- History: events they’re linked to (main or secondary contact), quotes sent/signed, emails (list or timeline view).
- Notes and any custom fields configured for your workspace.
Linking people with companies
- A person can be linked to a Company.
- The person’s detail shows the company name and a link to the company record.
- On the company detail, you see all associated people.
- This supports B2B workflows (invoicing to the company, billing address, SIRET/VAT stored on the Company record).
Enrichment from leads and quotes
- When you create an event from the Inbox (convert a lead), a contact is usually created or updated automatically from the email and AI-extracted data.
- When a client signs a quote, the details they enter (name, email, address, company) can be synced to their Person record.
- You typically don’t need to create every contact manually; instead, review and complete the contact record after conversion or signature.
Ready to centralize your event leads?