Contacts, companies and the timeline
Keep customer records, import contacts, and see every interaction in one timeline.
Updated 24 September 2026
- Contacts are created automatically when someone messages or calls you, or you can add and import them (CSV) under CRM → Contacts.
- Companies group contacts from the same business.
- Custom fields (text, number, date, dropdown and more) are set up under CRM → Settings.
- Owner: each contact can have an owner, used by routing to send them conversations and calls first.
The timeline
A contact's timeline shows their messages and your replies, calls with recordings, notes, tasks, deal changes and more, newest first.
Export contacts or companies to CSV from their list pages.
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