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

Website forms and contact blocks on your pages usually find or create a contact from the submitter’s email (and name fields when present). Submissions can also drive funnel steps when a page is wired to a journey—progress and end-of-funnel rules may update status or add tags automatically.

Checkout and payments create or refresh a buyer by email, set customer-style status, merge address details, and can tag them from product names so merchandising shows up in the tag column.

Public appointment booking attaches the booker as a contact when needed, records source text tied to the appointment, and adds appointment tags for filtering.

Conversations (and connected email) thread by contact: starting a thread from the list opens Audience → Conversations for that person; inbound mail can match existing contacts when addresses align.

Finances documents—quotes, invoices, and credit notes—use the same people as clients; that is what feeds the Purchases app and Revenue in the list when commerce data exists.

Courses under Products can enroll a contact as a learner; affiliate tracking and referral links on published pages attribute clicks and rewards to the partner contact behind the link.

Team → Recruitment job boards can link applicant cards on the kanban to a contact record (including by email when the system can infer it), similar to how hiring-style project boards open the contact profile from a card.

Growth / pipeline tooling on website pages can maintain discovery-style fields on contacts; scheduled jobs may advance funnel memberships over time.

Marketing unsubscribe links resolve to the underlying contact so preferences stay consistent. The AI assistant and server automations can read or attach contact context when acting on invoices or similar objects.