Contacts are the people you share your microspaces with. Each contact represents someone outside your team, like a lead, customer, candidate, or stakeholder.
What can you do with a contact?
As an editor, contacts help you manage how your microspaces are shared and used. You can:
Share a microspace directly with specific contacts and control who can access it
Review recent activity, like which pages they viewed and when
Remove access to a microspace if needed
Add internal notes so your team stays aligned
Use tags like "Decision Maker" or "Budget Holder" to highlight their role
How contacts are added
You can add contacts in different ways:
From the Contacts screen — Click Add contact and enter their detao;s
While sharing a microspace — Add a new contact directly by filling in their name and email
Through reshare — If a contact invites someone else, that person is added automatically
Via integration — Some contacts may be synced automatically from your CRM or another system
Keep contact details up to date
You can edit contact profiles to keep information accurate and useful. This includes:
Name, job title, and company
Lifecycle stage (e.g. Lead, Customer)
LinkedIn or deal links
Notes or internal comments for your team
These details help personalise your microspaces and make it easier to manage client interactions across projects.
You can learn more about contact engagement Analytics section.