---
title: 5. Contact Management
description: Contact Management stores, searches, updates, and organizes all CRM contact records for your organization. Each contact can have phone numbers, email…
url: "https://peikly.com/docs/peikly-contacts/"
updated: "2026-10-06"
category: "Contacts & CRM"
tags:
  - Manual sync
---

# 5. Contact Management

## What This Feature Does

Contact Management stores, searches, updates, and organizes all CRM contact records for your organization. Each contact can have phone numbers, email addresses, tags, assigned users, a complete activity timeline, free-text notes, and scheduled follow-up reminders.

## When to Use

- Use to look up a customer before sending a WhatsApp or email message.
- Use to add a new lead, client, or customer to the CRM.
- Use to update contact information after a call or meeting.
- Do not use this to add other users of the application — use **User Management** for staff.

## Prerequisites

- An active subscription (Basic or higher).
- CompanyAdmin or TenantUser role.
- For bulk import: permission granted by CompanyAdmin.
- For restricted users: visibility is limited to contacts explicitly assigned by the CompanyAdmin.

## Permission & Access Control

| Action | CompanyAdmin | TenantUser (unrestricted) | TenantUser (restricted) |
| --- | --- | --- | --- |
| View all contacts | ✅ | ✅ | ❌ (sees only assigned contacts) |
| Add contact | ✅ | ✅ | Based on permission setting |
| Edit contact | ✅ | ✅ | Based on permission setting |
| Delete contact (soft) | ✅ | ✅ | Based on permission setting |
| Import contacts | ✅ | With permission | ❌ |
| View contact profile | ✅ | ✅ | Assigned contacts only |
| Read contact notes | ✅ | ✅ | Assigned contacts only |
| Edit / delete a contact note | Any note | Own notes only | Own notes, assigned contacts only |
| Add / cancel a contact reminder or follow-up | ✅ (with Scheduler access) | ✅ (with Scheduler access) | Assigned contacts only, with Scheduler access |