Manage contacts
Add, edit, and organize contacts in the CRM.
By Lato · Updated 2 days ago
Table of contents
Manage contacts
The built-in CRM keeps client details organized and ready to add to trips.
Adding a contact
- Use Contacts → New contact for a single record
- Import a CSV for bulk onboarding (coming soon)
Fields
| Field | Required |
|---|---|
| Name | Yes |
| Recommended | |
| Phone | Optional |
Link contacts to trips so itineraries and documents stay in sync.