How to create and manage contacts

Steps

Open Promotion → Contact management.
Use More on the page or the create entry, then choose:
- New company contact
- New person contact
Fill in name (required), intro, status, sort order, and similar fields, then save.
To add a person under a company: open the company row menu → New person under company. After save, the person appears in the company subtree.
When needed: open Details to see attached details. Use the row menu to edit or delete (delete may be blocked if there are linked send records).

![Contact management]

The new contact appears in the list. A company can be expanded to show people under it.