Contacts & companies

Contacts & companies

Companies

A company is any organization you sell to. Fields include name, domain, industry, size, and custom fields you define under Settings → Custom fields.

Contacts

A contact is a person. Contacts can belong to a company (typical) or be independent (e.g. an individual buyer). Each contact has:

• Full name, email, phone, role/title
• Preferred language & timezone (used for meeting scheduling)
• Consent flags (marketing opt-in, unsubscribe status)

Linking

• One company → many contacts.
• One contact → many deals (as buyer, decision-maker, or influencer).
• Tag any contact as primary for the company.

Importing

Use CRM → Contacts → Import CSV. Kudu de-duplicates on email address. Formula characters (=, +, -, @) are stripped for CSV-injection safety.

GDPR & unsubscribes

Marking a contact as unsubscribed suppresses them across all campaigns and proposal emails.