Contacts

Contacts represent people your team communicates with or tracks as part of post-sales customer work.

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Overview

Use contacts when you need person-level context: name, email, phone, company, job title, conversations, and tickets. Go to Contacts.

The Free plan includes up to 500 contacts. Startup, Business, and Enterprise are unlimited in the current client policy.

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Work with contacts

Use the contact list to manage people across the workspace.

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Create a contact

Create a contact when a person needs a durable record in Sayless.

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Edit a contact

Edit a contact when their details, company, email, phone, or other attributes change.

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Delete a contact

Delete a contact only when the record should be removed. Bulk delete actions may be available from the contact list.

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Contact details

Open a contact to review person-level context.

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Overview

The overview shows contact details and related activity.

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Conversations

Contact conversations show message threads linked to the person.

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Tickets

Contact tickets show follow-up work linked to the person.

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Filtering and views

Use search, filters, sorting, columns, and pagination to manage large contact lists.

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Search

Search helps find contacts by visible fields such as name, email, phone, or company.

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Bulk actions

Select multiple contacts when you need to perform list-level actions.