How to create a company or a contact in the CRM

Companies and contacts are created right from the CRM in a few seconds. You fill in the rest of the details afterwards, on their detail page.

Create a company

Go to Companies, inside CRM.
Click the + New company button (the "+" in the top-right corner).
Type the Name and choose the initial Status.
Click Create company.

Once it's created, its detail page opens straight away so you can keep filling it in.

Create a contact

Go to Contacts.
Click New contact.
Type the Name. The Email is optional, but two contacts can't share the same email: if it already exists, you'll see the message "A contact with that email already exists."
Click Create contact.

The new contact shows up on the board or in the list.

Fill in the details on the detail page

Open any record with a click. The fields you see depend on how the person who manages your account has set up the CRM. Usually:

On a company: Status, Country, Website (with a button to open it in a new tab) and Company code.
On a contact: Email, WhatsApp phone, Contact phone, Reply to, Status, From where and Company. Next to the phone numbers there are buttons to call and to open the conversation in WhatsApp.

Each field is saved when you leave it (or press Enter), with no save button.

Delete a record

Use Delete company or Delete contact at the top of the detail page. It will ask you to confirm, and the record is also removed from your Notion database, so think twice before confirming.

Tip: you don't need to create by hand everyone who writes to you by email. Inbox links each sender to a contact page, automatically or manually.