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.

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.

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