Find a contact
Use search and combine country, tag, stage, assignee and property filters. If a contact is missing, clear filters and check the active organization before creating another record.Edit and extend a record
With editing permission, modify cells in the table. Open the contact to review details and add properties. Choose a property type that matches the information to store. Available types include text, calendar, date, time zone, number, location, URL, currency, company, user, phone, email, boolean, select and multiselect. For example, use a number for budget and a selection for product interest. Filter operators depend on type: text contains, numeric comparisons, true/false or membership in a list.Associated activity
The record includes calls, conversations, comments, notes and available tasks. Calls have their own transcript and analysis detail. Agents can use properties as context or update them through configured tools. Creating a property does not instruct the AI to populate it.Bulk actions
Select contacts to add or remove tags, move to a stage or create a campaign. Operations can run as background jobs. Check the result before repeating an operation on the same list.Not yet available
The contact table does not offer CSV export. Call-log export is separate and does not export the CRM.Frequently asked questions
Why do I see fewer contacts than someone else?
Why do I see fewer contacts than someone else?
Your role may restrict access to your own or team records. Check Roles and permissions before assuming data is missing.
Does creating a property make the AI populate it?
Does creating a property make the AI populate it?
No. Configure the update tool and explain what to extract. See Text agent tools.
Can I import an existing list?
Can I import an existing list?
Yes. Use the Import contacts wizard and its template.
Does a conversation tag also classify the contact?
Does a conversation tag also classify the contact?
They are separate tags. Use Contact tags to classify CRM records.