Contacts Overview
Full CRM contact management with table views, tagging, import/export, and detailed contact profiles.
Contacts
The Contacts module is your CRM hub — manage all your customer and lead data in one place. Create contacts manually, import from CSV, organize with tags, and view detailed profiles.
Key Features
- Table view with sorting, filtering, and pagination
- Create contacts manually or import from CSV
- Contact detail pages with full profile view
- Tag management for organization and segmentation
- Bulk operations — select multiple contacts for batch actions
- Export contacts as CSV for external use
- Column customization — choose which fields are visible
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Contact Fields
| Field | Description |
|---|---|
| Name | First and last name |
| Email address | |
| Phone | Phone number (for calls and SMS) |
| Tags | Labels for organization and filtering |
| Source | How the contact was added |
| Created | Date contact was added |
Quick Links
- Managing Contacts — Create, edit, search, tag, and bulk-manage contacts
- Import & Export — CSV import with field mapping and export