Contacts are where every person in your business lives inside Kyrios.
Every lead, customer, and conversation is tied to a contact.
Why this matters
When contacts are handled correctly:
You always know where people are stored
Conversations and activity stay connected to the right person
Follow-up and automation work without manual tracking
Nothing gets lost across emails, texts, or calls
If contacts are scattered or incomplete, everything else becomes harder.
What you will do
You will:
Add a contact
Understand what information matters
Know where to find and manage contacts
Where to go
Click Contacts in the main navigation
Open your contact list
Step 1 — Add a Contact
You can add a contact manually at any time.
Click Add Contact
Enter basic information:
Name
Email
Phone number
Click Save
That’s enough to get started.
Step 2 — Understand what matters
You do not need to fill out every field.
Focus on the basics:
Name
Email or phone
Any key notes you want to remember
Contact Owner (optional)
You can assign a contact owner, but it is not required.
If a contact has no owner:
Messages still send normally
They will come from your business identity
Assigning an owner allows:
personalized communication
accountability for follow-up
lead routing and team organization later
You can use this when your workflow becomes more structured.
Step 3 — View and manage contacts
Click any contact to open their record. Inside a contact record, you can:
View communication history
See emails, texts, and calls
Add notes
Update contact information
This is where everything related to that person is stored.
What happens next
Once a contact exists:
Conversations are tied to that contact
Messages are tracked automatically
Workflows can use that contact for follow-up
This is what allows Kyrios to keep everything in one place.
Where to look
You’ll see contacts used in:
Conversations (messages and replies)
Pipelines (later phases)
Workflows and automation
Helpful resources
If you need more detail, you can explore:
Important note
Contacts are the foundation of everything else in Kyrios. You don’t need to organize them perfectly right now.
You just need to make sure: every person you interact with has a place in the system.
Start simple. Add a few contacts.
Watch how everything connects from there.