Contacts

The Contacts area lets you manage every person relevant to your sales and bid work.

When to Use Contacts

• buyer-side contacts (procurement units, technical departments)
• people at partners and subcontractors
• internal champions and referrers
• contacts from prior procurement processes

Per-Contact Data

• name and role
• organization (linked)
• email and phone
• notes and history
• links to tenders or pipeline cards

What You Can Do

• create, edit, and delete contacts
• search and filter
• link contacts to organizations and partners
• reference contacts on pipeline cards

Free Access

Contacts are currently free of charge and do not count against limits.

Recommendation

Maintain contacts right after each meaningful call or meeting. Clean contact data is the foundation for stable follow-ups and consistent bid work across multiple procurements.