Contacts: your central address book

📍 Where to find it: Pipeline & contacts → Contacts → All contacts

Contacts brings together everyone your account knows (customers, leads, identified visitors). Each contact record gathers details, conversations, notes, labels and attributes.

How it works

A contact is created automatically as soon as someone writes to you through a channel, or manually by you. The list sorts by last activity, name, etc., and can be searched by name, email or phone. Click a record to view and edit all of its information.

Step by step

1. Open "Pipeline & contacts → Contacts → All contacts".
2. Use the search bar to find a person.
3. Click a column header or the sort menu to change the order.
4. Click a contact to open its full record.
5. Use "Active" in the submenu to see recently active contacts.

Good to know

• The same person should only exist once: in case of a duplicate, use contact merging.
• Fill in email and phone: they are the keys for campaigns, Flows and the Pipeline.