Contacts
Contacts are the foundation of Gordon CRM. Every person you interact with — whether they fill out a form, register for an event, make a purchase, or are added by your team — is stored as a contact in your workspace.
[SCREENSHOT PLACEHOLDER: Contacts list page showing the contacts table with columns for name, email, source, tags, and subscription status]
Creating a Contact
Manually from the Dashboard
- Navigate to Contacts in the sidebar.
- Click the Create Contact button.
- Enter the contact's email address (required) and any additional information.
- Click Save.
Example: After a phone call with a potential client, create a contact manually so you can assign them tags, create follow-up tasks, and track the relationship.
From a Form Submission
When someone submits a form on your website, they are automatically added as a contact. If the contact already exists, their information is updated. See Forms for details on connecting forms to your CRM.
From a CSV Import
Upload a CSV file to create or update contacts in bulk. See CSV Import for the full import guide.
From Integrations
Contacts are also created automatically when:
- Someone registers for a connected Eventbrite event
- A new customer makes a purchase through a connected Stripe account
The Contacts List
The Contacts page displays all contacts in your workspace in a searchable, sortable table. You can filter and search by name, email, tags, subscription status, and source.
Each contact row shows key information at a glance, including tags and subscription status badges.
The Contact Detail Page
Clicking on a contact opens their Contact Detail page — a comprehensive view of everything related to that person. The page is organized into feature cards:
[SCREENSHOT PLACEHOLDER: Contact Detail page showing the header with contact info and several feature cards below]
Contact Information
The header displays the contact's name, email, phone, address, birthday, source, and subscription status. Click the Edit button to update any of these fields.
Contacts are uniquely identified by their email address within your workspace — no two contacts can share the same email.
Feature Cards
The Contact Detail page includes the following cards. Some cards are module-gated and only appear when their module is enabled.
| Card | Description | Module-Gated? |
|---|---|---|
| Companies | Companies this contact is linked to, with job title and work email | Yes — Companies |
| Deals | Active and closed deals linked to this contact | Yes — Deals |
| Tags | Colored labels assigned to this contact. Click + Tag to assign existing tags | No |
| Appointments | Scheduled appointments for this contact | Yes — Appointments |
| Notes | A unified notes feed combining contact, task, and appointment notes | No |
| Tasks | To-do items linked to this contact | No |
| Campaigns | Email campaigns this contact has been enrolled in (active and past) | No |
| Events | Events this contact has registered for, with attendance and payment status | No |
| Emails | A complete log of every email sent to this contact (campaigns, broadcasts, transactional) | No |
| Transactions | Purchase history from Stripe, event payments, and deal payments | No |
| Agreements | Digital agreements (waivers, intakes) sent for signing | No |
Example: When a team member opens a contact's page before a follow-up call, they can see the contact's notes feed for context, check their deal status, review past emails, and see which events they've attended — all on one page.
Subscription Status
The Contact Detail page shows the contact's current subscription status prominently. From here you can:
- Subscribe a non-subscribed contact (requires manual consent)
- Unsubscribe a subscribed contact
- View active suppressions and clear bounces (complaints are permanent and cannot be cleared)
Contact Source
Every contact is labeled with how they entered your workspace:
| Source | How the Contact Was Created |
|---|---|
| Manual | Created by a workspace member from the dashboard |
| Form | Submitted a Gordon CRM form |
| Import | Uploaded via CSV Import |
| Eventbrite | Registered for a connected Eventbrite event |
| Stripe | Made a purchase through a connected Stripe account |
Permissions
All workspace members can view, create, and edit contacts.
Related
- CSV Import — Bulk import contacts from a CSV file
- Tags — Organize contacts with colored labels
- Subscriptions & Consent — Email consent, suppressions, and eligibility
- Notes — Rich-text notes and the unified notes feed
- Technical Reference: Contacts — Data models, schemas, and architecture