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Contacts is where people who are not yet clients live: enquiries from your website, referrals, callbacks and anyone you are still following up. They move across a board of stages until they become a client or drop out.

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The tabs

Campaigns and Insights only appear for staff who may manage the CRM, and only on the plans that include them. On a plan without them they are simply not in the tab strip — nothing is shown greyed out with a padlock.

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Work the board

Drag a contact’s card from one column to the next to move it a stage. Search across the list with Search by name, email, phone, or company…, save the current filters with Save segment for reuse in a campaign, and bring an existing list in with Import or take yours out with Export. Manage stages opens the stage manager, where you can rename, recolour, reorder, add and remove stages, and mark which one counts as won and which as lost. A pipeline must keep at least one stage.
Customising the board — adding, renaming, reordering or deleting stages, or running more than one pipeline — needs the Essential plan or above. Below that you get the default pipeline and its default stages, which is a complete working board. See Change your plan.

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Publish the public enquiry form

1

Open the form settings

Go to Settings → Contact Form — described as “Where people fill out the form.” Everything about the public form is configured here.
2

Choose the fields

The field editor explains itself: “Drag to reorder. The first six are built-in fields you can rename or hide; add your own custom fields below.” Custom fields need the Team plan or above.
3

Take the hosted link

Copy link gives you the address of the hosted form. This works on every plan — put it on your website, in an email or on a printed card.
4

Embed it, if your plan allows

“Copy this snippet into your site’s HTML, just before </body>.” There are two levels: a widget snippet that drops a floating button onto your site, and a raw iframe for full control over placement. The iframe is a Team feature.
Submissions arrive on the board in your first stage, ready to work.

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What each plan includes

When you reach a limit the product says so plainly and names the next plan — “Your Free plan includes up to 100 contacts. Upgrade to Starter for more.” A subscription that has lapsed falls back to the Free limits until it is active again.

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Check it worked

  • A contact dragged to a new stage stays there after Refresh.
  • Opening your hosted form link in a private browser window shows the fields you configured.
  • A test submission appears on the Board within moments.
  • The embedded widget shows on your own site after you paste the snippet before the closing </body> tag.

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If something goes wrong

Either your plan does not include them, or your account cannot manage the CRM. They are hidden rather than disabled, so an absent tab is the answer, not a fault.
Custom pipelines and stages start at Essential. Below that the default pipeline is fixed.
You are at your plan’s contact limit. The message names your plan, the limit and the next plan up.
It must go inside the page’s HTML just before </body>, not inside a text block or a page builder’s plain-text field. If your plan only includes the hosted link, use Copy link instead.
Register them under Clients — see Manage your client list — and move their card to the stage you have marked as won. The contact and the client record are separate things, and both are worth keeping.