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.
Contacts
142 contacts
| Name | Category | ||
|---|---|---|---|
| Jordan Pierce | jordan@harborbuild.example | Client | |
| Priya Shah | priya@apexframing.example | Subcontractor | |
| Devon Walsh | devon@northwindarch.example | Lead | |
| Mira Okafor | mira@flatironcivil.example | Unclassified | |
| Aaron Liu | aaron@bluestripeglass.example | Vendor | |
| Tasha Goodwin | tasha@ironworksengineers.example | Service Provider |
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, email, or job title
- Category (Client, Lead, Subcontractor, Vendor, etc.)
- Lifecycle stage (Lead, Opportunity, Customer)
- Owner (assigned team member)
- Company
- Whether they're linked to a deal
Contacts
142 contacts
| Name | Category | ||
|---|---|---|---|
| Jordan Pierce | jordan@harborbuild.example | Client | |
| Priya Shah | priya@apexframing.example | Subcontractor | |
| Devon Walsh | devon@northwindarch.example | Lead | |
| Mira Okafor | mira@flatironcivil.example | Unclassified | |
| Aaron Liu | aaron@bluestripeglass.example | Vendor | |
| Tasha Goodwin | tasha@ironworksengineers.example | Service Provider |
Creating contacts
Manual entry
- Click Create contact in the top-right
- Fill in name, email, phone, job title, and company
- Set a category and lifecycle stage
- Click Create Contact
Contacts
142 contacts
| Name | Category | ||
|---|---|---|---|
| Jordan Pierce | jordan@harborbuild.example | Client | |
| Priya Shah | priya@apexframing.example | Subcontractor | |
| Devon Walsh | devon@northwindarch.example | Lead | |
| Mira Okafor | mira@flatironcivil.example | Unclassified | |
| Aaron Liu | aaron@bluestripeglass.example | Vendor | |
| Tasha Goodwin | tasha@ironworksengineers.example | Service Provider |
The form opens as a dialog:
Create Contact
Editing a contact uses the same form pre-filled with the contact's current values (MockContactFormModal mode="edit" shows this).
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
When you have a backlog of unclassified contacts, click Classify in the top-right of the contacts page. A badge on the button shows how many contacts are unclassified.
Contacts
142 contacts
| Name | Category | ||
|---|---|---|---|
| Jordan Pierce | jordan@harborbuild.example | Client | |
| Priya Shah | priya@apexframing.example | Subcontractor | |
| Devon Walsh | devon@northwindarch.example | Lead | |
| Mira Okafor | mira@flatironcivil.example | Unclassified | |
| Aaron Liu | aaron@bluestripeglass.example | Vendor | |
| Tasha Goodwin | tasha@ironworksengineers.example | Service Provider |
The classifier runs in the background and presents a review panel with suggested categories and confidence scores. You can adjust any row before applying, or hit Apply to accept all suggestions in one go. Use the keyboard to fly through the list — S marks a row as spam, ↑↓ navigates, ⌘↵ applies.
Classify Contacts
Review 6 classifications
| Contact | Suggested Category | Confidence | |
|---|---|---|---|
Jordan Pierce jordan@harborbuild.example | Client | 96% | |
Priya Shah priya@apexframing.example | Subcontractor | 92% | |
Devon Walsh devon@northwindarch.example | Lead | 81% | |
Aaron Liu aaron@bluestripeglass.example | Vendor | 89% | |
Marketing Newsletter news@constructionweekly.example | Newsletter | 98% | |
unsubscribe@spamhost.example unsubscribe@spamhost.example | Spam | 99% |
6 contacts will be updated. Uses AI credits.
The classifier can also be kicked off mid-flight; you'll see a progress indicator while it works:
Classify Contacts
AI is analyzing your contacts... 62%
Analyzing email patterns, signatures, and metadata...
You can close this and come back — progress is saved.
Classification 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 live in the right-hand sidebar of the contact detail page.
A walkthrough
1. Start with an unlinked contact. A freshly-created contact (or one auto-created from email sync) has no associated companies or deals yet. Each section header shows a + Add button:
Devon Walsh
LeadPrincipal
Re: Riverpoint Tower — Phase 2 budget review
From Devon Walsh · 2 days ago
Quick note on the change-order — we should be able to lock in the steel pricing before the end of the month if we can confirm tonnage by Friday...
2. Add a company. Click + Add in the Companies section. A search modal opens. The picker is search-only — you can only link existing companies. To create a brand-new company, go to the Companies page first.
Add Company
3. The company is now linked. Picking a result attaches the company to the contact. Deals are still empty.
Devon Walsh
LeadPrincipal
Re: Riverpoint Tower — Phase 2 budget review
From Devon Walsh · 2 days ago
Quick note on the change-order — we should be able to lock in the steel pricing before the end of the month if we can confirm tonnage by Friday...
4. Add a deal. Click + Add in the Deals section. The deal picker works the same way as the company picker — search and select an existing deal.
Add Deal
5. Both links are in place. The right sidebar now shows the linked company and deal:
Devon Walsh
OpportunityPrincipal
Re: Riverpoint Tower — Phase 2 budget review
From Devon Walsh · 2 days ago
Quick note on the change-order — we should be able to lock in the steel pricing before the end of the month if we can confirm tonnage by Friday...
For email threads, you link them from the contact's Email tab — pick a thread and attach it to a deal or company that's relevant.
You can also ask the AI assistant to do the linking for you: "Link Devon Walsh to Northwind Architects, and attach him to the Riverpoint Tower deal."
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
Tick the checkbox on any row to enter selection mode. A bulk action bar appears with options to assign an owner, change category or status, and delete the selected contacts.
Contacts
142 contacts
| Name | Category | ||
|---|---|---|---|
| Jordan Pierce | jordan@harborbuild.example | Client | |
| Priya Shah | priya@apexframing.example | Subcontractor | |
| Devon Walsh | devon@northwindarch.example | Lead | |
| Mira Okafor | mira@flatironcivil.example | Unclassified | |
| Aaron Liu | aaron@bluestripeglass.example | Vendor | |
| Tasha Goodwin | tasha@ironworksengineers.example | Service Provider |
The Assign dropdown opens with quick selects for category, status, owner, and a destructive Delete selected:
Contacts
142 contacts
Category
Status
Owner
| Name | Category | ||
|---|---|---|---|
| Jordan Pierce | jordan@harborbuild.example | Client | |
| Priya Shah | priya@apexframing.example | Subcontractor | |
| Devon Walsh | devon@northwindarch.example | Lead | |
| Mira Okafor | mira@flatironcivil.example | Unclassified | |
| Aaron Liu | aaron@bluestripeglass.example | Vendor | |
| Tasha Goodwin | tasha@ironworksengineers.example | Service Provider |