Create and edit contacts

In the "Contacts" section, the "New contact" button opens the creation form. The email is required and unique in the workspace, case-insensitive.

1. 1Click "New contact" and type the email.
2. 2Fill in first name, last name, and phone if you have them.
3. 3Add tags: search for an existing one or create it on the fly.
4. 4Add key-value custom fields, such as plan, segment, or region.
5. 5Write internal notes if you need them: only your team sees them.
6. 6Save, or use "Save and add another" to load several in a row.

When editing a contact you also see read-only metadata: the source (Manual, CSV, or Form), the creation date, the last activity, and consent.

When you delete a contact, it moves to the "Deleted" status and no longer counts toward private form access.