Organizing people with Contacts & tags
Contacts is your address book — every seller, buyer, and person you deal with in one place, each with their full history of calls, texts, and emails. Tags let you group and filter them however you work.
Where contacts come from
- Automatically: when a lead comes in (a website form, a call, a text), a contact is created or matched behind the scenes and linked to that lead.
- From the Inbox: open any conversation and, on the contact card beside the thread, click Add as contact to save the caller or texter. If they're already saved, click Open contact.
- By hand: add a contact directly from the Contacts page.
The contact page
Open a contact to see and edit their details — name, phone, email, address, company — and, under Recent activity, every call (with its recording and transcript), text, and email tied to them. It's the whole story of your relationship in one view.
Tags
Tags are free-form labels like status:hot, cash-buyer, or follow-up-friday. Add them on any contact and reuse them across your whole list:
- On a contact, type a tag and press Enter. Start typing to pick from tags you've used before.
- Manage your whole tag library — rename, merge duplicates, and see how many contacts carry each tag — from Contacts, then Tags.
- Tags also show on the Inbox contact card, so you can see at a glance who you're talking to.
Smart lists
Use the filter bar at the top of Contacts to narrow by type or tag, then work that group. For example, filter to everyone tagged cash-buyer before a new deal, or status:hot for your morning follow-ups.
Why it matters
Because contacts are shared, the same person's calls, texts, and emails all roll up together — no matter which app they came from. Tag once, and that grouping is available everywhere you filter.