Contacts

Purpose

Contacts is your workspace directory of people you market and sell to: one table for search and filters, a full contact dialog for profile and files, and hooks into Conversations, website pages, forms, and orders when those features are in use.

List, search, and filters

Use search to match names, emails, and related text. Filter narrows by tags (stack multiple), contact status (prospect through partner, churned, inactive, and similar), email sending status, and partners and affiliates. Active rules appear as badges you can click to remove.

Sort from column headers where arrows appear. Columns include name and email, status (click the badge to change status when you can edit), email status, tags, last contact (relative time), and revenue from purchase-style activity. Select rows with the checkboxes for bulk work.

On a row’s name: the handshake icon marks an affiliate partner, use it to jump into their Affiliate settings. When your workspace has a connected mailbox, the message icon starts a Conversations thread with that person. Edit opens the dialog; delete asks for confirmation. Some roles can only remove contacts they added.

Import, export, cleanup, and batch edits

Import and Export open dedicated flows for bringing lists in or downloading what you are allowed to see.

Cleanup helps you find contacts by email health and optionally by how long since the last conversation, preview the list, then remove them in bulk, use it carefully.

With rows selected, you can apply batch changes such as status or tags instead of editing one by one.

Contact dialog (add or edit)

Open the dialog from a row or from add contact. A save indicator shows when changes are writing. Apps group the record: Information (name, status, email, read-only email-sending state, last contact date), Address, Social links, Notes with a rich editor, Documents (upload, view, download, remove via the file picker), Affiliate (mark as partner, commission rate, performance chips, and copy referral link built from published website pages, links append a `ref` parameter tied to this contact), and Purchases (order-style lines, loaded when you open that app on an existing person).

For affiliate partners, you can also turn on automated earnings summary emails under Settings → Payments (weekly or monthly).

Tags can be chosen, added, or removed from the record; managing the tag list itself may affect other contacts that share a tag.

View-only teammates see the same layout with fields disabled.

How contacts connect to the rest of the app

When someone fills in a form on your website, Okinta automatically finds or creates a contact using their email address. If that page is part of a sales funnel, their contact status and tags can update as they move through the steps.

When someone buys from you, Okinta creates or updates their contact record with their email, delivery address, and the products they purchased.

When someone books an appointment, they are saved as a contact with the booking details and tags for easy filtering later.

In Conversations, each email thread is linked to a contact. Starting a new conversation from the contact list opens the right thread automatically.

In Finances, clients on your quotes and invoices are the same people as your contacts. Their purchase history shows up on the contact record.

Courses under Products can enroll a contact as a learner. Affiliate partners in Contacts get a referral link, and their earnings are tracked automatically.

In Team → Recruitment, job applicants can be linked to a contact record so you have their full history in one place.

Sales funnel pages can update a contact’s status or tags as they progress through your marketing steps over time.

When a contact clicks an unsubscribe link in a marketing email, their preferences are updated so they are not contacted again. The AI assistant also uses contact context when helping you with tasks.