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Contacts

Contacts are split into people and organizations, with a shared timeline view across both.

People​

/contacts/people lists everyone, searchable and filterable.

The people list

/contacts/people/[personId] is a person's detail page: their fields, the organization they belong to, their deals, activities, notes, files, and email threads.

Opening a person from the list shows the record in a slide-over panel over the list, rather than navigating away, so you keep your place. The same record is also reachable as a full page by its own URL.

Organizations​

/contacts/orgs and /contacts/orgs/[orgId] work the same way for companies.

An organization detail page

An organization's page shows its people, its deals, and its own activity and email history. Its sidebar has a Find people action that searches for people at the organization through your connected providers; see Enrichment.

List columns​

Custom fields can be shown as columns in both the People and the Organizations lists.

Merging​

Duplicates can be merged. On a detail page, the actions menu has Merge: pick the record to merge with and which of the two survives. In the People and Organizations lists, select exactly two records and choose Merge duplicates, then pick the survivor.

Linking​

A person can belong to one organization. When setting it, existing organizations are suggested so that people attach to a single record rather than creating near-duplicate companies.

Deals link to both a person and an organization, which is what makes a company's page able to show every deal across all of its contacts.

Timeline​

/contacts/timeline is a chronological view of contact activity, useful for answering "what has happened recently" without opening records one at a time.

Inline editing​

Contact fields are edited in place: click a value, change it, and it saves. Escape cancels. Custom fields appear alongside built-in ones. See Data fields.

Enrichment​

Both detail pages carry a Fill the gaps button that fills empty fields from connected data providers (Apollo, RocketReach, GetProspect), behind a review dialog. See Enrichment.

Email​

Threads linked to a person appear on their detail page, alongside any Intercom support conversations when Intercom is configured (see Intercom). Linking is recorded on the thread, matching inbound mail on the sender and outbound mail on the recipient. See Email.

Visibility​

People and organizations follow the same visibility model as deals, so two colleagues can legitimately see different contact lists. See Visibility groups.