Contacts Management

Overview

The Contacts feature allows you to manage all your business contacts, organize them into groups, verify email addresses, and track engagement status.

Features

Contact management (add, edit, delete)
Contact groups/tags
Email verification
Bulk operations
Contact import/export
Status tracking
Usage counters

Accessing Contacts

Navigate to Leads > Contacts from the main menu to access your contacts.

Viewing Contacts

My Contacts Tab

View contacts you've created or saved:

Personal contact list
Your saved contacts
Contacts you've imported

Other Users Contacts Tab

View contacts saved by other team members:

Organization-wide contacts
Shared contact database
Team collaboration

Contact Information

Each contact includes:

Email Address: Primary contact email
Name: First and last name
Company: Company name
Job Title: Professional title
Status: Active, Unsubscribed, or Bounced
Groups/Tags: Contact groups
Verification Status: Email verification quality
Saved By: User who saved the contact
Created Date: When contact was added

Creating Contacts

Manual Entry

Click Add Contact button
Fill in contact information:
Email (required)
First Name
Last Name
Company
Job Title
Groups/Tags (optional)
Click Save

Import from CSV

Click Import CSV button
Select a CSV file with contact data
Map columns to contact fields
Review import preview
Click Import to complete

CSV Format: Email, First Name, Last Name, Company, Job Title, Tags

Contact Groups

Creating Groups

Click Create Group button
Enter group details:
Name: Group name (e.g., "VIP", "Tier-1", "2025-prospects")
Description: Optional description
Color: Choose a color for visual identification
Click Create

Managing Groups

Edit Group: Click edit icon on a group
Delete Group: Click delete icon (contacts remain, just removed from group)
View Group Contacts: Click on a group to filter contacts

Adding Contacts to Groups

Select contacts using checkboxes
Use bulk actions to add to groups
Or edit individual contact to add groups

Email Verification

Verifying Contacts

Select contacts to verify (or verify all unverified)
Click Verify Selected or Verify All Unverified
Choose verification method:
SMTP (Standard): Standard SMTP validation
Deep Check: More thorough validation with catch-all detection
Ping (Quick): Fast but less accurate check
Click Verify

Verification Status

Contacts show verification quality:

Excellent: High-quality email address
Good: Valid email address
Risky: Potentially problematic
Bad: Invalid or problematic email
Not Verified: Not yet verified

Verification Details

View detailed verification information:

Quality score (percentage)
Verification date
Disposable email detection
Role-based email detection
Free email provider detection
Catch-all detection
Verification reason

Contact Status

Track contact engagement status:

Active: Contact is active and engaged
Unsubscribed: Contact has unsubscribed
Bounced: Email bounced (invalid address)

Bulk Operations

Selecting Contacts

Click checkbox to select individual contacts
Click header checkbox to select all visible contacts
Selected count appears in action bar

Bulk Actions

Verify Selected: Verify email addresses
Delete Selected: Remove contacts
Add to Group: Assign to contact groups
Export Selected: Export to CSV

Search and Filters

Search Contacts

Use search bar to find contacts by:
Email address
Name
Company
Job title

Filter by Group

Use the Groups sidebar
Click on a group to filter
Click "All Contacts" to clear filter
Group filter shows count of contacts

Usage Counters

View organization usage at the top:

Email Reveals: Number of email reveals used
Phone Reveals: Number of phone reveals used
Contacts: Total contacts count
Email Verifications: Number of verifications used

Counters show:

Current usage
Usage limits
Progress bars
Color coding (green/yellow/red based on usage)

Contact Statistics

View statistics cards:

Total Contacts: All contacts count
Active: Active contacts count
Unsubscribed: Unsubscribed count
Bounced: Bounced contacts count

Editing Contacts

Click Edit icon on a contact
Update contact information
Add or remove groups
Save changes

Deleting Contacts

Single Contact

Click Delete icon on a contact
Confirm deletion
Contact is permanently removed

Bulk Delete

Select multiple contacts
Click Delete Selected
Confirm bulk deletion
All selected contacts are removed

Import/Export

Exporting Contacts

Select contacts to export (or export all)
Click Export button
CSV file downloads automatically
Includes all contact fields and verification data

Importing Contacts

Prepare CSV file with contact data
Click Import CSV
Upload file
Map columns to fields
Review and import
Check import results for errors

Best Practices

Verify Emails: Verify email addresses before sending campaigns
Use Groups: Organize contacts into meaningful groups
Regular Updates: Keep contact information current
Clean Lists: Remove bounced and unsubscribed contacts
Monitor Usage: Track usage counters to stay within limits
Import Carefully: Validate CSV data before importing

Troubleshooting

Import Failing

Check CSV format matches requirements
Verify email addresses are valid
Ensure file encoding is UTF-8
Review error messages for specific issues

Verification Not Working

Check verification method selected
Ensure contact has email address
Verify subscription limits not exceeded
Check internet connection

Groups Not Showing

Refresh the page
Check that groups are created
Verify contacts are assigned to groups
Clear browser cache if needed

Related Features

Keep your contact database organized and verified for successful email campaigns.