<!-- Source: https://docs.vinsi.ai/crm/contacts -->
# 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 ![add-contact-button](https://docs.vinsi.ai/images/crm/symbols/contacts/crm-add-contact.svg)

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.](https://docs.vinsi.ai/crm/admin/data-automation#crm-da-import-contacts)

## Organization

### Filtering ![icon-filter](https://docs.vinsi.ai/images/tickets/symbols/ticket-task-management/icon-filter.svg)

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 ![icon-sliders](https://docs.vinsi.ai/images/tickets/symbols/ticket-task-management/icon-sliders.svg)

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 ![icon-chip](https://docs.vinsi.ai/images/tickets/symbols/ticket-task-management/icon-chip.svg)

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.
