Capabilities

Learn about the capabilities of your Contacts

Written By Adtaria Support

Last updated 20 days 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  • Correct outdated or incorrect information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