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The Contacts Library is the central system for managing all customer data. Search contacts, add new contacts, refresh data, open filters, manage labels, filter by status, export, import, download sample files, and manage fields.

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Contacts Actions

Top ControlsAdd Contact

Advanced FiltersAdvanced Filters

Filter contacts using name, email, phone, assignee, custom field values, and source.

Use this to narrow large datasets and find specific users quickly.
LabelsLabels

Create and assign labels to segment contacts for campaigns, automation, and better organization.
StatusStatus Management

Manage contact eligibility:
Export

Export contacts for reporting or backup. Runs as a background job and sends the download link via email.
Import

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Best Practices

  • Use filters before working on large datasets
  • Keep labels consistent
  • Use status filters before campaigns
  • Export data regularly
  • Avoid duplicate contacts
Last modified on April 24, 2026