Create a contact
1
Open Contacts
CRM → Contacts → + New contact.
2
Personal data
- First name (the only required field)
- Last name (optional by default): it isn’t always available — e.g. leads captured from a form or an import — so it isn’t required. You decide: to make it required, turn on the Required toggle on the Last name attribute in Settings → Objects → Attributes
- Phone (mobile, direct, office)
- Address (personal)
3
Professional data
- Company: reference to an existing Company record or create one on the fly
- Role / title: e.g.
CFO,Head of Procurement - Department: e.g.
Finance,IT,Sales
4
Save
The contact appears in the list and on the linked company’s page.
Enrichment
Like companies, contacts can be enriched with AI:- Email verifier: checks if an email is still valid
- Social enrichment: finds the LinkedIn profile from name + company
- Job change detection: Arya notifies when a contact changes company
Role in deals
A contact can be linked to multiple deals with different roles:
Roles are customisable and help quickly see a deal’s stakeholder map.
Email and communication
With Gmail connected:- All email exchanges with a contact appear in their timeline
- You can send email directly from Arya, tracked as activity
- Email bounces and replies are logged
GDPR and privacy
Arya includes GDPR-friendly features:
- Data export: from the contact,
⋯ → Export personal data→ ZIP with everything stored about them - Right to be forgotten:
⋯ → Delete with oblivion→ removes contact, emails, notes, keeping only anonymised references in historical objects - Marketing consent: flag tracking consent with date and source
Custom fields
Useful examples:Source(select: referral, event, cold outreach, inbound)Last conversation(date — updated by automation)Temperature(select: cold, warm, hot)Marketing consent(checkbox + date)
Lists and segmentation
Dynamic list examples:Decision makers at open enterprise dealsContacts without verified emailChanged company in last 90 daysHot leads contacted but no meeting booked
Frequently asked questions
Can a contact be at multiple companies at once?
Can a contact be at multiple companies at once?
The contact has a primary company, but you can link them to more companies by adding them to those records. Example: a consultant working with three of your customers.
What happens when a contact changes jobs?
What happens when a contact changes jobs?
If enrichment is active, Arya notifies you. You can manually update the linked company or archive the contact and create a new one for the new role.
How do I handle inactive contacts?
How do I handle inactive contacts?
Use the
Archived status or a custom Professional status field. The contact isn’t shown in current views but stays in history.Can I link a contact to a custom object record?
Can I link a contact to a custom object record?
Yes, if the custom object has a reference attribute to
Contact.Can I sort contacts by first or last name?
Can I sort contacts by first or last name?
Yes. In the Contacts table click the Name column header: you’ll find First name A→Z / Z→A and Last name A→Z / Z→A sort options. The same sorting is also available in saved lists on Contacts.
Can I import contacts from CSV/Excel?
Can I import contacts from CSV/Excel?
Yes, via ⋯ → Import from CSV/Excel. During mapping, match your columns to the standard contact fields (First name, Email, Phone, Job title…); only the First name is required, the Last name is optional. If your file has data that doesn’t match a standard field — for example a Tax code — first create a custom attribute on the Contacts object and map that column to the attribute, so the value imports correctly.