Contact Details
Client Contacts
Each client contact shows:- Name, email, phone — from the lead form submission
- Lead count — number of leads from this person (deduplicated by email/phone)
- First created — when the first lead was submitted
Agent Contacts
Each agent contact shows:- Name, email, phone — from the agent application
- Agent status — pending, approved, blocked, or needs correction
- Agent type — agency or individual
Relationship to Leads
Contacts and leads are connected but serve different purposes:| Contacts | Leads | |
|---|---|---|
| Purpose | Identify unique people | Track individual inquiries |
| Creation | Automatic (from leads/agents) | Automatic (from widget forms) |
| Deduplication | Yes (by email/phone) | No (each submission is separate) |
| Editing | Read-only | Status, notes, CRM sync |
Exporting Contacts
To export your contacts:- Navigate to the Contacts section
- Apply any filters (All / Clients / Agents) if needed
- Click the export button
- Download the CSV file
Next Steps
- Contacts Overview — filtering and searching contacts
- Lead Management — managing individual lead records
- Agent Network — managing agent partners