Contacts
Manage contacts and track relationships across your organization.
Overview
Contacts are the people your team works with — clients, subcontractors, architects, and anyone else relevant to your deals. Contacts can be created manually or auto-created from email sync.
Viewing contacts
The contacts table shows everyone in your CRM with columns for name, email, phone, company, category, lifecycle stage, owner, and dates. Use the search bar and filters to narrow the list by:
- Name or email
- Category (Client, Lead, Subcontractor, Vendor, etc.)
- Lifecycle stage (Lead, Opportunity, Customer)
- Owner (assigned team member)
- Company
- Whether they're linked to a deal
Creating contacts
Manual entry
- Click New Contact
- Fill in name, email, phone, job title, and company
- Set a category and lifecycle stage
- Click Save
From email sync
When you connect your email, Aggrandize automatically creates contacts from the people you exchange emails with.
Contact categories
Categorize contacts to keep your CRM organized:
| Category | Use for |
|---|---|
| Client | Active paying customers |
| Lead | Potential customers |
| Subcontractor | Trade partners |
| Vendor | Suppliers and service providers |
| Architect | Design professionals |
| Engineer | Engineering professionals |
| Internal | Your own team members |
| Service Provider | Third-party service firms |
| Regulator | Government contacts |
| Spam | Unwanted contacts (for cleanup) |
| Unclassified | Not yet categorized |
AI classification
Have the AI assistant bulk-categorize your unclassified contacts:
- Open the AI Assistant
- Ask it to classify your unclassified contacts
- Review and approve the suggested categories
This uses AI credits.
Lifecycle stages
Track where each contact is in your sales process:
Lead → Opportunity → Customer
Update the stage manually or let your team's workflow drive progression.
Linking contacts
Contacts can be linked to:
- Companies — set a primary company for each contact
- Deals — associate contacts with active opportunities (with roles like Decision Maker, Project Manager, etc.)
- Email threads — view all email conversations with a contact from the Email tab on their profile
These links form the relational graph that powers the AI assistant. When creating contacts — especially in bulk — use the assistant to build out relationships at the same time.
Bulk actions
Select multiple contacts to:
- Assign an owner
- Change category
- Create deals from selected contacts
- Delete contacts