TAU CRM
Contacts (People)
How to create, edit, and manage your contacts in TAU CRM.
Contacts (People)
The People section centralizes all your leads and contacts.
Create a contact
- Go to People in the side menu
- Click + New Person
- Fill in the fields: Name, Email, Phone, Company
- Click Create
Available fields
| Field | Description |
|---|---|
| Name | Contact's full name |
| Email address (multiple allowed) | |
| Phone | Number with country code (e.g. +1 555 999-9999) |
| Company | Linked company (Companies object) |
| City | Contact's city |
| LinkedIn profile URL | |
| Notes | Free-text notes field |
Filter and search contacts
Use the search bar at the top or the filters (funnel icon) to find contacts by name, email, company, or any custom field.
Custom fields
In Settings → Objects → People, you can add extra fields such as:
- Segment
- Lead source
- Score
- Any field relevant to your sales process
Export contacts
Click ⋮ → Export to download the list as a .csv file.
WhatsApp leads appear here automatically with the name and phone number captured by your TAU assistant.