ARCHON.TOOLSARCHON DIGITAL LLC
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Archon.tools Platform Guidance

Organize your customer records

Keep the details your team needs in one place.

  1. Find your contact list

    Open Contacts, then Smart Lists. Use the search to find an existing record, or choose Add Contact for someone new.

  2. Add useful details

    Enter the customer's name and the email or phone details you actually use. Complete any relevant custom fields available in your workspace, then save.

  3. Keep the record current

    Open the contact by name when you need to change their details. Review your edits before saving so the next teammate sees reliable information.

Check your result

You can find the record again and the saved contact information matches your test details.

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Archon.tools by Archon Digital LLC · Updated September 10, 2026.