Your contacts in Productive encompass all individuals with whom you collaborate, including employees, clients, and contractors, as well as any non-user contacts you wish to save in the system. Here’s how you can effectively manage and add contacts to your account.

To add a new contact in-app, navigate to CRM > Contacts. This section will display a list of existing contacts in your account, complete with filters at the top to help narrow down search results.

Default views such as Employees or Clients have been predefined to assist in locating specific types of contacts more efficiently.

You also have the option to upload contacts in bulk through CSV data import. Find out more about this here.

To add a new contact, click the violet "+ Person" button at the top right.

In the next step, we will ask you whether this person is going to be a User in your account or a Contact.

Opting for the Add a new Contact option in the previous step will instantly take you to the contact details screen.

Fill out the contact details such as the contact name, email, and job title. You can assign this contact to an existing company or assign them to a new one.
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Once all the details have been filled in, select "Add Contact".

If you want to add additional contact information such as the phone number, email, website or address, open the Contact detail dropdown from the upper right, select the "Add field" button and choose from the available options.

Once created, an individual contact page counts multiple tabs helping you keep track of any communication or collaboration with the contact, be they active Productive users or contacts. Note that depending on the type of contact, the tabs contain more or fewer details.
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The Contacts (without login access) will have the Feed and Emails tab.
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The Users (Employees, Contractors, Clients) will have more tabs, depending on their usage and access to the different platform features and functionalities.