How do I add a client or contact to my CRM?

Add a client, supplier, or collaborator to your CRM so their inquiries, emails, meetings, and invoices stay together. Your CRM in Visualist is People.

Before you start

You need the Core plan or the Growth plan.

Add a person

1. Open People. Open People from the rail.
2. Start a new person. Select Add person.
3. Enter their details. Enter at least one of Name, Email, or Phone. Add a Company if you like.
4. Save. Select Add person at the bottom of the sheet. Their page opens.

On a person’s page, select Edit person to change their details, or Add inquiry to start tracking a potential project with them. When Vai updates a record later, your own edits take priority.

Merge duplicates

Visualist matches people by email and phone. When one person has written from two addresses, Vai may find two records that belong to the same person. It shows them under Needs you on the Overview tab as Review possible duplicate.

1. Open the suggestion. Open People from the rail. On Overview, under Needs you, find Review possible duplicate.
2. Decide. Select Accept to merge the two records into one, or Dismiss to keep them apart.

The merged person keeps the history of both records, and their page shows Person records merged under Relationship history.

If something goes wrong

• Add person is greyed out. In a team workspace, you need edit access to a Hub to add people. Ask the workspace owner for it.
• You see Add a name, email, or phone number. Fill in at least one of those fields.
• You see Couldn't add person. Check your connection and try again. On the Free plan, you can see people already in People, but adding and editing them needs the Core plan or the Growth plan.

Next, see How do I track inquiries in my sales pipeline?