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People holds every contact and household in your organization. Each contact’s page brings together their meetings, emails, Pages, tasks, and the topics that keep coming up.
The People page with the Contacts tab open

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Where contacts come from

  • Your calendar: when your calendar syncs, attendees of events with 10 or fewer people become contacts.
  • Your CRM: import them from People. See Import from your CRM.
  • Meetings: choose Create new contact when you add a participant.
  • By hand: click Add contact, or use the command menu.

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Add a contact

1

Click Add contact

On People, click Add contact at the top right.
2

Enter their details

Enter a Given Name, the only required field. You can also add a Surname, Email, and Phone Number.
3

Click Create

New contacts start with the Client type. If the email or phone number matches an existing contact, Continuum warns that the contact looks like it already exists, so you do not create a duplicate.

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Import from your CRM

Click the arrow next to Add contact and choose Import from CRM. After the first import, it reads Refresh from CRM. If no CRM is connected, the same menu takes you to Settings > Integrations. See Integrations.

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Find a contact

The Contacts tab lists each contact’s Name, Type, Household, and Last meeting. Click the last meeting to open it. Sort by name or by last meeting.
  • Search matches a name, email, or phone number.
  • All Contacts filters by contact type, for example only Clients or only Prospects.
  • All Households shows the members of one or more households.
The People page with the contact type filter open

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Contact types

Every contact can have a type: Prospect, Client, Professional, Team, Archived, or Other. Click the type badge, in the list or on the contact’s page, to change it, for example when a prospect becomes a client. Clear selection removes it.

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Households

The Households tab lists each household, its members, and its most recent meeting.
  • Click New household, give it a Household Name, and choose its members.
  • From a household’s row menu, choose Rename, Edit Members, or Delete.
  • From a contact’s row menu on the Contacts tab, choose Add to household.
A household’s page has Members and Meetings tabs. Click Edit members to change who is in it, and click a member to open their page.

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A contact’s page

Click a contact to open their page.
A contact's page with the Client Snapshot and the Trending panel
The header shows their name, type, email, phone, and Last activity. Click the name or type to edit it, and click the email or phone to copy it. The consent chip records whether the client agreed to have meetings captured. See Document client consent. The tabs: The side panel:

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Ask about a contact

On a contact’s page, the Ask bar works with that contact’s meetings, emails, tasks, and Pages. It suggests prompts such as Summarize my last interactions with Linda, Write a personalized check in email, and List pending tasks related to Linda. You can also ask “What are Linda’s main concerns right now?” or “Has she mentioned her retirement timeline?” On the People list, the Ask bar works across all your contacts. It suggests Prioritize my active prospects and Show clients with recent life events.

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Delete a contact

Choose Delete from the contact’s row menu, or tick several contacts and click Delete. A deleted contact’s page says so, and new meetings and syncs do not bring them back.

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Limitations

  • Email does not create contacts. It attaches only to contacts that already exist.
  • The Email tab shows the contact’s main email address only, not their work email or their household’s.
  • Households are created in Continuum. Importing from a CRM does not create them. A household in Wealthbox, or an account in Zoho CRM, comes in as one contact named after the household.
  • Duplicate contacts cannot be merged, and contacts cannot be exported.
  • The mobile app has no People screen. When you choose meeting attendees, you can pick contacts or create one, and a new contact there needs an email address.