Contacts

People you sell to.

Who can use this page

Who: anyone with a Vector (CRM) role of Admin, Member or Viewer. Vector access is set per person and is separate from your other roles.

Contacts lists the people you sell to.

• Search and filter: search by name, email or company. The chips along the top (New, Contacted, Engaged, Qualified, Disqualified, Customer, Churned) filter by status, and the filter panel adds lead source and a created-date range.
• Add a contact: select Add contact (Admin and Member). Email is optional, you can find it later.
• Export: Export CSV downloads the contacts matching your filters.
• Bulk actions: select rows to Change status for all of them. Admins can also archive the selection.

Search runs automatically after a short pause; Enter runs it immediately. Filters and status chips apply immediately. Done closes the filter panel, and active hidden filters remain visible below search. Remove one by selecting its summary. Clear search affects text only; Clear filters resets all optional constraints. The URL retains your choices for reload and browser Back/Forward. A failed request shows Try again instead of an empty result.

Changing filters clears the current bulk selection.

Contact page

Select a contact to see their details (company, job title, seniority, department, phone, LinkedIn, lead source, owner and any custom fields), tags, a deal summary with open deals and pipeline value, the emails sent to them and logged activities. Use Edit to update them. Use Send email or Log activity on the page to reach out or record a call or meeting.

When opened from an overview widget, the detail header returns to the originating dashboard or full queue, including its scope and page. Direct links keep the normal listing return link.