Capabilities

Learn about the capabilities of your Contacts

Written By Adtaria Support

Last updated About 1 month ago

Capabilities define what actions you can take on individual contacts. From this page, you can create, update, manage, and interact with contacts.

New Contact

Create a new contact to store and manage people or companies you interact with.

Creating a New Contact

  • Go to the Contacts page

  • Click New Contact in the action bar

  • Enter contact details:

    • Name

    • Company

    • Email

    • Phone

    • Tags (optional)

  • Click Save

Note: Required fields must be completed before saving.

Use Cases

  • Add a new inbound lead

  • Manually create a contact from a conversation

  • Add contacts before linking them to deals

  • Build a clean contact database

Edit Contact

Editing a contact lets you update details as information changes.

Editing a Contact

  • Open a contact

  • Update any field in the contact panel

  • Changes save automatically (or click Save, if required)

Use Cases

  • Update email or phone number

  • Add or remove tags

  • Update company or role

  • Correct outdated or incorrect information

Delete Contact

Deleting a contact permanently removes it from your system.

Deleting a Contact

  • Open the contact

  • Click Delete Contact

  • Confirm deletion

Note: Deleted contacts cannot be recovered. Any linked deals remain but will no longer be associated with the contact.

Use Cases

  • Remove duplicate contacts

  • Clean up invalid or test data

  • Delete unqualified leads

  • Maintain accurate contact records

Contact Activity

Contact Activity shows a timeline of interactions and updates related to a contact.

Viewing Contact Activity

  • Open a contact

  • Navigate to the Activity section in the contact panel

What Appears in Activity

  • Comments

  • Message history (if on LinkedIn)

  • Deal links or updates

  • Manual notes

  • System events

Use Cases

  • Review interaction history before outreach

  • Maintain context across team members

  • Track engagement over time

  • Avoid duplicate or unnecessary follow-ups

Comment on Contact

Comments let you add internal notes directly to a contact.

Adding a Comment

  • Open a contact

  • In the Activity section, click Add Comment

  • Enter your note

  • Post the comment

Note: Comments are internal and not visible to contacts.

Use Cases

  • Leave call or meeting notes

  • Add context for teammates

  • Track important details without changing fields

  • Maintain a shared understanding of the contact