Contacts & relationships

Manage people, companies, fields, and segments.

• Custom fields and personalization tokens

  Organize record details and reuse supported values in personalized messages.

• Link people and accounts

  Record family, referral, professional, and other relationships as links to records.

• Tags, segments, and subscription lists

  Use each tool for its own purpose: context, selection, or communication preferences.

• Work with a contact record

  Edit contact information and keep relationships, custom fields, tasks, and activity together.