Contacts

Manage your CRM contact list — add, edit, search, and organize the people and businesses you work with, all in one place.

Key Features

• Stats Dashboard: Five live counters at the top — Total Contacts, New Leads, Newsletter, Portal Access, and Customers — click any card to instantly filter the list to that segment, click again to clear
• Contact List: Sortable, paginated table showing name with avatar initials and company, email, phone/mobile, tags, and date added
• Search: Find contacts instantly by name, email, company, or notes
• Tags: Organize contacts with custom tags; the dropdown filter shows how many contacts share each tag
• Add & Edit: Create or update contacts using a full-featured modal form
• Account Auto-Linking: When you enter an email address, the system checks the domain and automatically links the contact to a matching company account — for example, adding someone at acme-creative.com links them to ACME Creative Agency
• Bulk Delete: Select multiple contacts and delete them all at once
• Quick Email: Click the email icon on any contact row to open a new message to that person
• CSV Import: Upload a spreadsheet with a three-step wizard — upload, map columns, and review results

How to Use

Adding a Contact

1. Click New Contact in the top-right corner
2. Enter the contact's first and last name (required)
3. Fill in any details — email, mobile, phone, company, job title, address, city, state, ZIP, website, or notes
4. Add tags by typing a name and pressing Enter, or click a suggestion from the "Popular tags" shown below the input
5. Click Save Contact — if you entered a business email, the contact is automatically linked to a matching account

Editing a Contact

1. Click the Edit button on any contact row
2. Update any fields in the form
3. Click Save Contact

Searching and Filtering

• Type in the search box to find contacts by name, email, company, or notes
• Use the Tags dropdown to filter to contacts with a specific tag
• Click any stat card at the top to filter by segment (e.g. click New Leads to see ACME Creative Agency's new pipeline contacts) — click again to clear
• Click any column header to sort the list

Deleting Contacts

• To delete one contact, click Delete on their row and confirm
• To delete multiple, check the boxes next to each, then choose Delete Selected

Importing from CSV

1. Click Import CSV and drag & drop your file, or click Browse Files
2. Review the column mapping — common headers like telephone, organisation, and full_name are auto-detected; adjust any columns as needed and preview your data before committing
3. Optionally enable Update existing contacts to merge records matched by email, and add default tags to apply to all imported rows
4. Click Import Contacts — a summary shows how many were imported, updated, skipped, or had errors

Tips

• Stat cards double as quick filters — click Customers to see just your customers, click again to return to the full list
• Your top 10 most-used tags appear automatically as suggestions when creating or editing a contact
• The email icon only appears on contacts that have an email address on file
• Account auto-linking skips personal email providers (Gmail, Outlook, Yahoo, etc.) — only business domains are matched
• Use Update existing contacts on import to keep your data in sync without creating duplicates
• Contacts are shared across your company — all team members see and manage the same list