Contacts
View, manage, and organize all your contacts — leads and customers — in one place.
Created April 1, 2026
Overview
The Contacts page is your central list of every person in your CRM — leads, customers, or both. Click into any contact to view their full profile and history.
Use the navigation bar at the top to quickly switch between All Leads, All Contacts, My Leads, or Leads by Status.
Add Contact 
Click Add Contact to create a new contact record.
Need to add contacts in bulk?
Use Import Contacts in CRM Admin to upload a CSV and assign leads to team members all at once.
Organization
Filtering 
Narrow down the contacts list using any combination of the following filters:
- Lead Status — filter by the contact's current lead status
- Disposition — filter by the contact's disposition
- Type — filter by contact type
- Source — filter by where the contact originated
- Last Work Date — filter by when the contact was last worked
- Assigned To — show contacts assigned to a specific team member
Column Display 
By default, the following columns are displayed: Company, Email, Phone, State, Lead Status, Disposition, Last Work Date, & Assigned To
You can optionally enable: Title, Email 2, Phone 2, Phone 3, Source, Type, Created, & Updated
AI Assistant 
The built-in AI assistant can help you work more efficiently with your contacts. Use it to create custom filters, sort and group records, and calculate totals — without needing to configure everything manually.
Simply describe what you want to see in plain language and the AI assistant will build the filter or grouping for you automatically.