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Working with Contacts

Contacts are the individual people you interact with — LP representatives, consultants, agents, and other professionals.

Finding a Contact

  • Left sidebar → Click Contacts
  • Search → Type a name, email, or company in the top search bar
  • From a company → Open the company record and click a linked contact's name

The Contact Record

  • Name — First and last name
  • Company link — Clicking this jumps to the company record
  • Tags — Role tags, relationship status, etc.

Contact Details (Left Panel)

Field Type Options / Format
Contact Type Dropdown Primary Contact, Secondary Contact, Consultant, Agent, Executive, Decision Maker, Influencer
Title Text Their job title (e.g., "Director of Investments")
Email Text Work email
Phone Text Work phone
Company Link Connected to a company record

Activity Timeline (Right Panel)

This is the most valuable part of the contact record. It shows everything that's happened with this person in chronological order:

  • Meeting notes and call summaries
  • Tasks and follow-ups
  • Emails sent and received
  • Document uploads

Before any call, scroll the timeline

Spend 30 seconds reviewing the history before reaching out. You'll sound like you remember everything.

Adding a New Contact

GHL Guide: Create a New Contact

After creating the company (see Working with Companies):

  1. Click Contacts in the left sidebar
  2. Click + Add Contact
  3. Fill in the fields:
    • First name, Last name
    • Email — Their work email
    • Phone — If you have it
    • Company — Search for and select the company (this creates the link)
    • Contact Type — Primary Contact, Secondary Contact, Consultant, Agent, etc.
    • Title — Their job title
  4. Add relevant tags (Decision-Maker, Strong-Relationship, etc.)
  5. Click Save

After saving, confirm the relationship works both ways:

  1. Go to the Company record (Businesses sidebar)
  2. Find the contact listed under linked contacts
  3. Click the contact's name — you should see the company field filled in

Contact Types Explained

Type When to Use
Primary Contact Your main point of contact at the company — the person you call first
Secondary Contact Another contact at the same company, but not your primary
Consultant Someone at a consulting firm who advises LPs
Agent A placement agent or independent agent
Executive C-suite or senior leadership
Decision Maker The person with final authority on investments
Influencer Someone who influences decisions but doesn't make them

One primary per company

Each company should have one Primary Contact. Others get Secondary, Executive, etc. This helps you know who to call first.

Linking a Contact to a Company (After the Fact)

If a contact was created without a company link:

  1. Open the contact record
  2. Find the Company field
  3. Search for and select the correct company
  4. Save — the relationship is now established

Editing a Contact

Click any field on the contact record to edit inline. Common updates:

  • Title change — People get promoted; update their role
  • Contact Type — If a secondary contact becomes your primary, update it
  • Tags — Add "Decision-Maker" when you learn they have authority
  • Phone/email — Add as you collect contact info

Merging Duplicate Contacts

GHL Guide: Merge Duplicate Contacts

If the same person appears twice:

  1. Open the contact you want to keep
  2. Go to Actions → Merge Contact
  3. Search for the duplicate
  4. Select which field values to keep from each record
  5. Confirm the merge

Merging is permanent

Once merged, the duplicate record is gone. Double-check that you're keeping the right one.