Contacts

Contacts is the workspace source for people and organizations your team works with. Clean contact data makes campaigns, workflows, forms, and agents much safer to use.

How Contacts Enter The Workspace

Contacts can come from:

• manual entry
• imports
• website forms
• connected systems
• campaign activity
• agent or workflow actions

Before a large rollout, test import and enrichment behavior on a small list first.

What A Contact Record Can Hold

A useful contact record may include:

• name
• email
• phone
• company
• tags
• lists
• lifecycle or source details
• notes
• related activity

Keep required fields consistent so workflows and campaigns can target the right people.

Organize Contacts With Lists And Tags

Use lists for stable audiences, such as newsletter subscribers or active customers.

Use tags for flexible labels, such as service interest, campaign source, region, or qualification state.

Avoid creating too many overlapping tags. A small, consistent taxonomy is easier for agents and teammates to use.

Contact Actions That Matter To Admins

Admins should pay attention to:

• import quality
• duplicate cleanup
• audience segmentation
• consent and communication status
• source tracking
• delete permissions
• which workflows or campaigns rely on a list

Recommended Setup Pattern

1. define the minimum fields your team needs
2. import or create a small test set
3. apply lists and tags
4. test any enrichment or outbound action on safe records
5. review results before importing a full contact list

Avoid Common Mistakes

• do not use a production audience for early tests
• do not mix customers, prospects, and internal contacts without tags or lists
• do not trigger outbound workflows until consent and sending setup are confirmed
• do not delete contacts until you understand which campaigns, workflows, or records reference them