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Manage your contacts

Store every conversation, email, call, meeting, document, and deal you’ve ever had with a contact. With Team Pad you’ll always know who talked to a client, what was said, and whats'up next.

1) Check the "Contact management" option at the workspace settings screen. The "Contacts" tab will appear on the menu.

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2) Import your contacts. Click "Contacts" at the menu and follow the link "Import" on the left side to create multiple contacts at once from a file (CSV files from GMAIL, Outlook etc). Press the button "Add new contact" to create one manually.

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3) Your 're ready! Start keeping track of your relations with the outside world, posting notes and documents to contacts.

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Next help article: To-do lists →