Within Teamwork CRM, you can view and edit your contacts via the site-level Contacts area.

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To view a contact, select the contact’s first or last name. This will open the contact’s profile view.

In the left-hand menu of the contact's profile, you will see the contact name, email, and phone number.
  • The edit pencil icon to the right of the name allows you to edit any of your contact’s details, add an image, set a timezone.
  • You can delete or duplicate a contact from the ellipsis menu (three dots) next to the contact's name.
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Further details in the left-hand menu include company, owner, leads, opportunities, and statistics.

Both company and owner can be updated from this menu using the link symbol.

If you have custom fields created for contacts on your site, you will see an additional Custom section in the sidebar. Any custom fields already populated for the contact will be displayed.

Click the edit pencil to update the custom field values. The edit pencil will only show if there are custom fields available to use.

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The Statistics section will show you when the contact was created and who created it.

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Within the main area of the profile view, you can see a timeline of any previously added notes and files. At the top, you can add new notes and files.

File options

Once added, files can be downloaded or deleted from the options menu (three dots) to the right of the file name.

Note options

Existing notes can be pinned, edited, or deleted via the options menu.

When you pin a note, it will be added to a Pinned section above the Past items timeline. To unpin a note, select the three dots to the right of the note and choose Unpin.

For more information, see: Working with the Contacts Area