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: click New contact on the Contacts page and fill in what you know (at least a name, phone, or email). If someone with the same phone already exists, we open that contact instead of adding a duplicate.

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. A Linked records card shows the seller lead, buyer, deals, and appointments this person is attached to — click through to any of them.

Quick actions, bulk edits, and deleting

• Hover any contact row and use the ⋯ menu to delete it.
• Tick the checkboxes (or Select all) to act on several at once — the bar at the bottom lets you add a tag to all of them or delete them.
• Only Owners and Admins can delete contacts. Deleting hides a contact rather than erasing them — their deals, tags, and appointments are kept — and an Undo bar appears for a few seconds so you can bring them back. If a deleted contact texts or calls in again, they're automatically restored.

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.