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Contacts

Contacts is your customer reference view — names, phones, stages, lead scores, and preferences. Contacts build up automatically as people message you across your channels, and you can import your own.

Contacts
The Contacts list with stage, lead score, and last-contact columns

Contacts

Working with contacts

Section titled “Working with contacts”
  • Find anyone with the search box, or filter by stage with the All Stages dropdown. Switch between the All Contacts, Deals, and Segments tabs at the top.
  • Each row shows the contact’s city, stage, number of conversations, lead score (with a HOT / WARM indicator), and last contact.
  • Open a contact to see their full profile, conversation history, and customer facts.

Importing and exporting

Section titled “Importing and exporting”
  1. Click Import Contacts (top right) to bring in an existing list.
  2. Use Export to download your contacts.
Section titled “Related”