Contacts

A contact is a person. A project is a job. Keep one contact for a returning client, then give each new job its own project.

Open Contacts to find or add a person. Website inquiries also create contact records. A contact can be a lead, client or past client, and can have email addresses, tags and notes.

People on a project

Choose a primary contact when creating the project, then add others who are involved. A couple, a planner and a payer can be separate contacts on the same job. The project's conversation is with its primary contact; the other contacts do not automatically see that conversation.

Choose document recipients deliberately. The estimate recipient, invoice recipient and contract signers may differ.

Email and access

A person needs a working email address to receive a client-page invitation and sign-in links. Adding an address or attaching a contact to a project does not by itself grant access to the client page. Invite them from the project.

Client sign-ins need distinct email addresses. If two people share an inbox, settle who should receive documents and sign in before inviting them as separate clients.

Organizing your relationships

Use tags and lifecycle stages consistently. Marketing segments can use them to choose an audience. The contact's record also helps you find their projects and past interactions without putting unrelated jobs together.

Next: Projects · The client page · Marketing.