Find a person or business
Who it’s for: Salespeople
Where: Sidebar → Contacts or Businesses
Before you start: Access to lead and contact records.
- Open Contacts to search by a person’s name, email or phone number.
- Open their name to see the full contact record and linked work.
- Follow the Business link to review the company and other people associated with it.
- Start from Businesses when you know the company but not the person.
- Open an existing linked inquiry before creating another record for the same conversation.
You’ll know it worked when…
Section titled “You’ll know it worked when…”You can navigate between the person, their business and the related inquiry.
Notes & limits
Section titled “Notes & limits”- A contact is a person; a business is a company; a lead is an inquiry or outreach record.
- People are added on a business or selected while creating a lead. The Contacts list is a search surface.
- A DNC badge indicates contact suppression. Do not treat missing details as permission to contact someone.