Contacts is the directory of every person OMB Cloud interacts with — prospect leads, customer decision-makers, vendor reps. One row per person, regardless of how many companies they've worked at over time.
Core fields
- Name (first, last), email, phone
- Current company + role (employment history is preserved when they change jobs)
- Source attribution: webform, AI agent, CSV import, manual
- LinkedIn URL when available
- Tags for segmentation
Add a contact
- Go to
/app/contacts→ "New contact". - Type the email — OMB Cloud checks for an existing record. If one exists, the form switches to "Edit existing".
- Fill name, role, company. The company picker autocompletes against your existing Companies database.
- Add LinkedIn URL and tags for richer downstream segmentation.
Where contacts come from
Most contacts arrive automatically: from webform submissions, AI agent qualification chats, email-hub ingest of new senders, CSV imports. Manual creation is the exception.
Tips
- Email is the primary key. If two records share an email, merge them — never let dupes accumulate.
- When a contact changes jobs, update their current company in OMB Cloud — the employment history preserves the prior one automatically.