Contacts

Contacts represent individual people you work with — project managers, decision-makers, collaborators, and other key individuals across your client organisations.

Contacts List

The Contacts page shows all your contacts with their name, role, client, and warmth indicator. Use the search bar to find contacts by name.

Adding a Contact

Click Add Contact to create a new contact:

Field	Required	Description
Name	Yes	The contact's full name
Email	No	Their email address
Phone	No	Phone number
Role	No	Their role or job title
Client	No	Link this contact to one of your clients
Notes	No	Any additional context about this person

Client Linking

Each contact can be linked to a client. This helps you keep track of who belongs to which organisation. When you open a client's detail page, you'll see all their linked contacts.

Warmth Tracking

Contacts have a warmth indicator that reflects how active your relationship is. Warmth is influenced by interaction signals — recent communication, meetings, and collaboration. Warmer contacts are those you've been in touch with recently.

Importing Contacts

You can import contacts in bulk from a CSV file:

1. Click Import on the Contacts page
2. Upload your CSV file
3. Map your columns to contact fields (name, email, phone, role, client name)
4. Review the preview — FlowLance will automatically match client names to your existing clients
5. If some client names don't match, you can create the missing clients automatically or skip those rows
6. Import the contacts

This is the same import wizard used across FlowLance, so the experience is consistent with importing clients, projects, and invoices.