Contacts: your people

Add a person

1. Open Contacts and choose to add a contact, or search for Add a contact with Ctrl K.
2. Enter what you know. Only a name is needed to begin.
3. Save, then add more on their profile as you learn it.

To bring in many people at once, see Import your contacts.

Find and filter

• Filter by name, notes or how you know them.
• Sort by priority, warmth, name or recently added.
• Status switches between active and archived people.
• Saved views keep a filter for later. Built-in views include Priority 10, Very Hot, Decision Pending, Care Due, Birthdays This Month and Church Contacts.

Rate quickly

Focus a row and press ↑ or ↓ to adjust priority, a number key to set it, or Shift and a number to set warmth. See Priority and warmth.

Archive instead of delete

Archiving takes someone out of your active list without losing their history. Switch Status to Archived to see them again.