Contacts

Before you start

• Sign in at my.aicountly.com with your organisation account.
• Confirm company context in Manage when linking contacts to clients or vendors.
• Use Calendar for meetings with contacts, and Docs when sharing relationship files.

How it fits the suite

flowchart LR
  MY["my.AICOUNTLY — Sign in"] --> MG["Manage — Company context"]
  MG --> CT["Contacts — Directory · Relationships"]
  CT --> CA[Calendar — Meetings]
  CT --> DO[Docs — Shared files]
  CT --> CH[Chat — Conversations]

Related: Manage · Vault · Calendar · Docs · Chat