Your First Contact

Add your first contact to start building your customer database.

Adding a Contact

Via the UI

1. Navigate to Customers > Contacts
2. Click + Add Contact
3. Fill in the required fields:
   • Name - Contact's full name
   • Email - Contact's email address
4. Optionally add:
   • Phone number
   • Company
   • Custom fields
5. Click Save

Via API

curl -X POST https://api.expedify.ai/api/crm/contacts \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "name": "Jane Smith",
    "email": "jane@example.com",
    "phone": "+1234567890"
  }'

Contact Fields

Standard Fields

Field	Description
Name	Contact's full name
Email	Primary email address
Phone	Phone number
Company	Associated company
Status	Contact status (Lead, Customer, etc.)
Owner	Assigned team member

Custom Fields

Add custom fields in Settings > CRM Settings > Contact Fields.

Viewing Contact Details

Click on any contact to open their detail panel:

• Overview - Basic information
• Activity - Timeline of interactions
• Notes - Internal notes
• Deals - Associated deals
• Tasks - Related tasks

Importing Contacts

For bulk imports, see Importing Contacts.

Next Steps

Continue with First Workflow to automate actions on your contacts.