Working with your contacts
The view of a contact card is packed with features designed to help build a relationship with them. This article will list all the features and how to use them.

Their contact details.
Your contact has listed all the contact information and likely also their social media links and materials.
To ring, text or email them, simply press their email or phone number and the respective app on your phone will open up.

Add to CRM
If you have a CRM set up, you can send the contact details into the CRM with or without notes. This saves you from manually entering the contact information and notes into the system.
Just click Add to CRM > decide if you want notes transferred or not.
Automatic 'Add to CRM' coming soon. This means that all new contact will be added instantly without you having to do anything extra.
All future changes to contact details and notes (if selected) will automatically be synced to the CRM.
Learn more about CRM integrations
Voice-to-text notes
You can record voice notes that are transcribed into text. It is the fastest way to offload all your thoughts and get detailed notes, that you don’t want to forget.
If you share the contact with your CRM, these notes will also be transferred
