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    Lumenbase

    Contacts

    Core Workflow

    Manage people records, relationship context, and engagement history across your CRM.

    By Sebastian StreiffertPublished Jan 10, 2026Updated May 29, 20267 min read

    What Are Contacts?

    Contacts are person-level records in Lumenbase. They represent the people you communicate with, sell to, support, and collaborate with across your pipeline.

    Each contact can be linked to a company, deals, tasks, and timeline activities. Good contact hygiene improves targeting, follow-up quality, and multi-threaded relationship coverage.

    Contact records should represent real individuals, not shared inboxes. Keep one canonical record per person.

    Core Contact Fields

    FieldWhy it mattersBest practice
    NameIdentity and searchabilityUse legal/preferred full name
    EmailPrimary communication channelKeep unique, avoid duplicates
    Role/TitleDecision contextUpdate when role changes
    Company linkRelationship contextAlways link to the correct company
    OwnerAccountabilityAssign clear ownership for follow-ups

    How Contacts Are Used Across the App

    Pipeline and deal work

    • Linked as stakeholders on deals (champion, decision maker, influencer).
    • Referenced in Leads and Deals activity streams for qualification context.
    • Used to track engagement consistency and identify stale relationships.

    Execution and communications

    • Source records for task assignment and follow-up planning.
    • Anchors for timeline events (emails, calls, meetings, notes).
    • Inputs for segmentation and list-based outreach workflows (using your favorite outreach platform).

    Contact Management Workflow

    1. Create or import the contact with required fields (name, email, company).
    2. Link to the correct company and assign owner.
    3. Add role/stakeholder context if connected to active deals.
    4. Log meaningful activities and schedule next-step tasks.
    5. Review stale contacts weekly and re-qualify or archive as needed.
    Use Lists to group contacts by campaign, segment, or lifecycle stage for repeatable outreach (via your outreach platform).

    Quick Reference

    Open Contacts: Directory → Contacts
    Create Contact: Contacts page → Add Contact
    Link Company: Contact detail → Company field
    View Timeline: Contact detail → Activity timeline
    Best next read: Knowledge Base → Leads / Deals

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