Client contacts
Every person who works at this client — HR managers, hiring managers, decision makers. Add new contacts, search, filter, and open any contact profile in one click.
The Contacts tab on a client profile lists every person tied to this client account. This is where you go when a recruiter asks “who’s the hiring manager for the Q1 roles at Acme?”.
What you see
A list of every contact attached to this client. For each contact you’ll see:
- Name
- Position (job title at the client)
- Phone
Working with contacts from here
-
Click a contact row
Opens the contact’s profile in the same tab.
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Add a new contact
Use the toolbar action to add a new contact, pre-linked to this client.
Where contacts and clients sit together
A contact can belong to more than one client. From the contact’s profile you can see the company they work for; from this tab on the client side you see every contact at that company. The two views stay in sync — adding a contact here makes them appear on the contact profile too.
Who can do what
| What you want to do | What you need |
|---|---|
| See the contacts list | Access to clients and contacts |
| Open a contact’s profile | Same |
| Add a new contact | Permission to create contacts |
Tips
- Keep position titles current. When a contact moves to a new role at the same company, update their position so the list reflects who’s currently the right person to talk to.
- The counter on the Contacts tab is the total contact count. Click into any contact to see their email, conversations, and tasks.
- Click the contact name on a contact card to jump to their full profile. The shortest path to the full email history with that person.