Contacts are the core of the CRM. Every person in your network — volunteers, allies, politicians, journalists — is a contact.
The All Contacts page shows a table of all contacts in your current workspace. You can:
- Search by name, email, or any field using the search bar
- Sort by clicking column headers
- Filter using the filter bar above the table
- Edit inline by clicking a cell directly in the table
- Select multiple contacts using checkboxes for bulk actions (tag, delete, export)
The table supports large datasets (tens of thousands of contacts) with server-side pagination.
Deleting a contact is workspace-scoped:
- Workspace admins remove the contact from their workspace. If the contact is not linked to any other workspace, the record is deleted entirely.
- Global admins delete the contact globally, removing it from all workspaces at once.
This applies to both single-contact deletion (from the detail page) and bulk deletion (from the table).
Click a contact's name to open their detail page. Here you'll find:
- All fields — editable form with all standard and custom fields
- Tags — add or remove tags
- Interaction timeline — a chronological log of all touchpoints (emails, meetings, calls, notes, stage changes)
- Subscription status — which email categories this contact is subscribed to
- Sync info — if the contact was imported from an external connection, you'll see the source and last sync time
On the contact detail page, click Log Interaction to record a touchpoint:
- Type: email, phone, meeting, event, note, other
- Notes: free-text description
- Date: defaults to now, can be backdated
Some interactions are logged automatically (e.g., when an email campaign is sent).
Go to Contacts → Import to bulk-import contacts from a CSV file.
- Upload your CSV file
- Map CSV columns to contact fields (name, email, country, etc.). You can also set fixed values — for example, always apply a "csv-import" tag or set a specific lifecycle stage for all imported contacts
- Preview the import — see how your CSV columns map to CRM fields
- Confirm the import
Duplicate detection is based on email address. If a contact with the same email already exists, their fields will be updated rather than creating a duplicate.
You can also import contacts from your personal Gmail account. Go to My Email Contacts in the sidebar, connect your Gmail account, and browse everyone you have emailed. Select contacts and click "Add to Workspace" to import them. See the My Email Contacts guide for details.
Tags are simple labels you attach to contacts for flexible categorization. Examples: "volunteer", "board-member", "media-contact", "event-attendee-2026".
Go to Contacts → Tags to see all tags in your workspace. From here you can:
- Create a new tag (name + optional color)
- Rename or delete existing tags
- See how many contacts have each tag
You can tag contacts in several ways:
- From the contact detail page — use the tags section to add/remove
- In bulk from the table — select multiple contacts, then use the "Add Tag" action
- During import — map a CSV column to tags
Segments are saved filters that define a group of contacts. They're used to target email campaigns and get a quick count of contacts matching certain criteria.
Go to Contacts → Segments and click New Segment:
- Give it a name (e.g., "Active volunteers in France")
- Add conditions using the query builder:
- Field conditions:
country equals France,lifecycle_stage is Active - Tag conditions:
has tag "volunteer" - Date conditions:
created after 2025-01-01
- Field conditions:
- Combine with AND/OR logic
- Preview the matching contacts and count
- Save
Once saved, segments are available when creating email campaigns — you select which segment to send to. The segment is evaluated at send time, so it always reflects the current state of your contacts.