Contacts, companies and how they link

Everything in LeadLex hangs off two records. A contact is a person. A company is the organisation they work for. Deals, tasks, notes, meetings and emails attach to one or both, so the history of a client stays in one place.

Both live under Network in the left rail. It has three tabs: Contacts, Companies and Lists.

Add a contact

1. Open Network and choose Add Contact.
2. Pick Add Manually, Import from Email, Scan Business Card or Import CSV. If your mailbox is not connected yet, the email option reads Connect Email to Import.
3. For Add Manually, fill in the form titled Add New Contact. First Name and Last Name are required. You can also add job title, company, email, phone, LinkedIn URL, address, notes, priority, relationship type, client status, tags and practice areas.
4. Choose Save Contact.

For files and HubSpot, see Import contacts and companies.

Add a company

1. Open Network and select the Companies tab.
2. Choose Add Company.

You rarely need to. When a contact has a work email address, LeadLex links them to the company for that domain and creates it if it does not exist. Free mail addresses such as gmail.com are ignored.

What a contact record shows

Open a contact to see a header with quick actions (Email, Call, Schedule, Note, Task) and a band that summarises Follow-up, Relationship, Last interaction, Activity (30d) and Open pipeline. Below it are tabs:

• Overview, Activity and Notes
• Deals and Tasks
• Meetings, Emails and Documents
• Network for mutual connections, Events and Lists

In the header you can set the relationship type (for example Prospect, Client, Lead, Partner or Referral), the Priority (High, Medium, Low) and the client status (Active, Lead, Inactive, Dormant).

A contact marked Private is visible only to you. Imports are private by default.

What a company record shows

A company has tabs for Overview, Activity, Deals, Tasks, Notes, Meetings, IP Portfolio, Documents, Ecosystem, Origination, Legal insights and Revenue. The header has Add deal, Schedule, Add task and Add note. Revenue is visible to admins only.

Find and organise your network

In the contacts table, use the search box, Filters, Sort and Columns to see what matters. Columns include Owner, Last contact, Follow-up, Tags, Priority and many more. Select rows to get a bar of bulk actions: Add to list, Assign, Enrich, Export and Delete, plus tagging and priority.

Enrich asks Lexi to fill in missing details. Suggestions wait for your approval, and nothing on a contact changes until you accept it. Open the Review notification to go through them.

Merge duplicates

After an import, or when LeadLex spots likely duplicates, you get a Review duplicates notification. Open it, then choose Merge… on a group to combine the records. A merge can be undone, and the contacts come back.

What happens next

Add a deal for a company, or create a list of everyone you want to follow up with this month.