Contacts

Manage people records, relationship context, and engagement history across your CRM.

Core Workflow

Updated Sep 25, 20267 min readBy Sebastian Streiffert

What a contact is

A contact is one person: someone you sell to, work with, or keep in touch with. Each contact links to a company, and to the deals, tasks and conversations that involve them.

To open the list, click Contacts in the sidebar. Companies sit one row above it.

Contacts

Name	Company	Last conversation	Next touch
Anna Larsen	Northwind Advisory	Email, 2 days ago	Call on Thursday
Nils Berg	Fjord Analytics	Meeting, last week	Send proposal
Ida Sund	Alder & Moss	LinkedIn, 3 weeks ago	Overdue

The Contacts page. The table is the same one Companies and Deals use.

1
Add Contact: create one record. Export and more actions sit beside it.
2
Quick search: filters the table as you type, by name, email or company.
3
Columns: Name, Company, Last conversation and Next touch by default. Add more from the column menu.

Keep one record per real person. A shared inbox such as sales@ belongs on the company, not on a contact.

Lumenbase Training - Contacts, Companies & AccountsYouTube

Add a contact

Open Contacts

In the sidebar, click Contacts.

Click Add Contact

Click Add Contact at the top right. If you type a name in the search first and nothing matches, the empty table offers to create that contact directly.

Fill in name, email and company

Pick the company from the list, or type a new company name and it is created with the contact. An email address is what lets synced mail and calendar events find this person later. Your admin decides which fields are required, and the dialog names any that are missing.

Save

The dialog closes and the contact appears in the list. Its timeline fills in as email, meetings and LinkedIn messages sync.

Adding many at once? Use CSV import instead. It matches existing records so you do not create duplicates.

The contact page

Click a name in the list to open the contact. The page has two tabs.

The two tabs at the top of every contact page.

Tab	What it holds
Details	Fields, the company, linked deals and tasks, and the timeline of every email, meeting, call and note.
Knowledge	What Lumo has learned about this person from conversations and public sources, with the evidence for each item.

Fields that matter most

Field	Why it matters
Name	How you and search find the person.
Email	Matches synced email and meetings to this record. Keep it unique.
Title and role	Tells a deal who decides, who champions and who only needs updates.
Company	Puts the person in the account view and on the company timeline.
Owner	Who follows up. Tasks and Feed cards go to this person.

Where contacts show up

On deals, as stakeholders.
In Lists, grouped for a campaign or segment.
In Agenda, as the person a task is about.
In the Feed, when Lumo thinks it is time to get back in touch.

Quick reference

Open Contacts: Contacts
Create a contact: ContactsAdd Contact
Export the list: ContactsExport
See the timeline: Contact pageDetails

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1.What a contact is

2.Add a contact