Your Contacts book
Save the people and companies you care about from any project, and find them again in one place with their projects and contact status.
Your Contacts book is your own address book inside ClearTract. Save a person or a company once, from any project, and they’re one click away from then on, along with every project they’re on.
Open it
Click Contacts in the top bar. The window shows how many people and companies you’ve saved.
Save people and companies
Open a project and go to the Contacts tab:
- To save a person, click the bookmark next to their name.
- To save a company, click the bookmark next to the company name.
You’ll see “Saved to Contacts” or “Saved to Companies”. Click the bookmark again to remove them.
You can also save people from More contacts, including new people you find with Find people. See Find more people on a project.
What’s in it
Everything you’ve saved is grouped by company, in alphabetical order. Each company header shows:
- the company name and website
- how many projects the company is on (click it to see them)
- More contacts, to browse everyone else at that company
- how many of its people you’ve saved
Under each company are the people you saved, with their title, how many projects they’re on, and whether we have a Verified email, an Unverified one, or No email.
If you saved a company but none of its people, it still shows up, with a note like “8 people on file here”. Bookmark them one by one to list them.
Find someone
- Search by name, title or company with the box at the top.
- Everything in the left rail shows all your saved people and companies.
- Companies shows only the companies you saved yourself.
See someone’s projects
Click a person’s name. The Contacts book closes and you see the list of every project that person is on. Click a company name to do the same for a company.
From there, open any project to see the person’s role and to look up their email or mobile. See Contacts and enrichment.
Who sees your Contacts book
Your Contacts book is personal. Saving or removing someone never changes a teammate’s Contacts book. The Organization tab, for contacts shared across your team, is coming soon. So are tags.
If you want your team to see who matters on a project, use Pin or Add a contact on the project’s Contacts tab instead. Both are shared with your team.
Plans
The Contacts book is included on Starter, Professional and Enterprise. During the free trial it’s locked: you’ll see a preview and a button to start your plan.
Still stuck? Email [email protected] and a person will reply.