Managing Contacts

Contacts are the individual people you work with — meeting planners, corporate travel managers, wedding couples, and other decision makers. Each contact can be linked to an account, so you always know which organization they belong to.

You can find your contacts at Sales → Contacts in the dashboard.

Adding a Contact

1. Go to Sales → Contacts and click Add Contact.
2. Enter the contact's First Name and Last Name.
3. Add their Email and Phone so they're reachable directly from your records.
4. Enter their Title (for example, Event Coordinator or Director of Travel).
5. Select the Account this person belongs to. If the company isn't in your system yet, create the account first — see Managing Accounts.
6. Add any Notes, then save.

The Contacts Table

By default the table shows these columns:

• First Name / Last Name
• Email and Phone
• Title
• Status

Notes are hidden by default — use the Columns button to show or hide any column. Click a row to open the contact's details and make changes.

Searching and Filtering

• Search — matches on first name, last name, email, and phone number.
• Status filter — show only contacts with a particular status, or choose All Statuses.
• Pagination — change the page size at the bottom of the list if you prefer to see more contacts at once.

Exporting Contacts

Click Export and choose PDF, Excel (XLSX), or CSV. You'll be asked which fields to include before the file is generated, and the export reflects your current search and filters.

Deleting Contacts

Remove a single contact from its row, or select several with the checkboxes and use the bulk Delete button. Deletion is permanent.