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Contacts is the firm’s address book: every person with their email and phone, and at a glance how many opportunities and conversations they have.

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The table

Columns: Name, Contact (email and phone), Added, Last Activity, Opps (linked opportunities) and Convos (conversations). Search accepts name, email or phone. The counters update on their own as calls, messages and opportunities come in.

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Add and edit

  • Add Contact — first name required, plus at least an email or phone.
  • Import from Gmail — brings in your Google contacts at once. Requires Gmail connected in Settings → Integrations.
  • Click a name to edit its details.
  • Each row’s ⋮ menu: Contact (opens email or call), Copy email, Copy phone, Delete.
If you try to create a duplicate you’ll see “A contact with this email or phone already exists”.

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Sales engagement

On each contact’s panel you can switch Sales engagement between:
  • Active — agents and automations can reach out normally.
  • Service only — AI agents and automations stop contacting this person about sales. Service and active matters are not affected.
Use it when someone asks not to be contacted commercially but remains a client.