What’s in a Contact Record
Contact Type is a field. Where they are in your process is a tag. The type barely changes over a relationship’s life, so it stays a dropdown. The stage they are at changes constantly, so it stays a tag. Keeping them apart is why filtering works the way it does.
Explore the Contacts Section
Add and Search
Add a new contact manually and find anyone in your list fast.
Tags and Lists
Label your contacts and filter them into targeted groups.
Duplicates
Find and merge duplicate records to keep your list clean.
Spreadsheet Import
Bring in a large contact list from Excel or Google Sheets.
