Trip Contacts

What are Trip Contacts?

Each trip has a Trip Contacts section accessible from the trip navigation. It shows two types of contacts relevant to that trip:

1. Directory-linked contacts — contacts from your global Contact Directory that have been associated with this trip
2. Stakeholder contacts — contacts added directly to this trip (not stored in the global directory)

Directory-linked contacts

The top panel on the Trip Contacts page shows contacts from your Contact Directory that are linked to this trip. These contacts exist in your global directory and are reusable across all trips.

To link a directory contact to a trip, use the Add Stakeholder button and select from your existing directory contacts, or link them from the Contact Directory itself.

Stakeholder contacts

Below the directory panel, any contacts added directly to this trip appear under Stakeholder Contacts. These are trip-scoped — they were added specifically for this engagement and are not automatically part of your global Contact Directory.

Each stakeholder contact shows:

• Name, organization, and role
• Call and Email quick actions
• A Save to Directory button — click this to promote the contact into your global Contact Directory for reuse on future trips

What is the difference between a Contact and a Trip Contact?

If you find yourself adding the same person to multiple trips, save them to the Contact Directory instead. Use trip-scoped stakeholder contacts for one-off contacts specific to a single engagement.

Add a stakeholder contact

1. Open the trip and click Contacts in the trip navigation.
2. Click + Add Stakeholder.
3. Fill in the contact details and save.

The contact is saved to this trip only. Use Save to Directory on the contact row to add it to your global directory.