Contacts & CRM
Managing your contacts
Prio automatically builds your contact book from interactions.
1 min read
Auto-created contacts
Prio automatically creates contacts when you:
- Send emails through Prio
- Create calendar events with attendees
- Mention people in conversations
Viewing contacts
Go to Contacts in the sidebar, or ask:
"Show my contacts" "Find Sarah's email address"
Editing contacts
Click any contact to update their details: name, email, company, phone, and notes.
Search
Search contacts by name, email, or company from the contacts page or through chat.