Personal contacts

Personal contacts keep frequently used communication details in your own workspace.

Where to find it

Open Contacts in the main navigation.

Requirements and permissions

For display, contacts.read is required, for creation and editing contacts.write.

Step by step

Typical procedure

1. Open Contacts.
2. Search by name, company, email address or phone number.
3. Open the desired record or create a new contact if the action is available.
4. Add only information needed for the task and save.
5. Use offered email or call actions directly from the contact.

Data quality

• Before creating, check if the contact already exists.
• Use consistent spellings for names and phone numbers.
• Do not maintain private information without a business purpose.
• Observe consents, objections and deletion requirements.

Result

The contact is stored and available for follow-up actions according to its visibility settings.

Variations and special cases

Personal contacts, leads, and customers are different record types. Choose the appropriate area for the business process.

Troubleshooting

If editing actions are missing, check contacts.write. If records are not visible, verify the workspace and ownership assignment.

Related tasks

• Email and email accounts
• Calls
• Tasks