Default fields
Name, email, phone, company, industry, country, state, address, postal code, location, tags, and imported dates are treated as first-class contact data.
Contact database
Contacts are neutral reusable prospect records. They should not contain campaign reply state, CRM status, or outreach history.
Required manual fields
Manual contact creation requires name, email, company, and industry. Other fields are optional.
Imports and smart matching
- Supported import formats include manual entry, CSV, Excel, and JSON.
- Uploaded columns are matched to known fields even when users use different labels.
- Unknown columns are preserved as contact-specific extra fields.
- Extra fields are visible when viewing the contact but do not pollute the default contact model.
Search, filters, and actions
- Search supports names, email, company, industry, location, country, and other stored values.
- Filters support date ranges and contact attributes.
- Users can edit, delete, bulk select, and smart-delete selected contacts.
- Long table values should truncate visually and open in a polished centered view modal when needed.