View, filter, and search your contacts
The People page is where you manage every contact in your CRM. From here you can browse, search, and filter your contacts, open detail pages to view full profiles, and perform bulk actions on selected records. The list is designed to handle thousands of contacts while keeping navigation fast and intuitive.
Each row in the people list displays the following information at a glance.
The contact's full name displayed alongside their avatar. Click the name to open the person's detail page.
The contact's job title, if one has been set.
Displayed as a clickable mailto: link so you can start an email directly from the list.
Displayed as a clickable tel: link for one-tap dialing on mobile devices.
The associated company name, shown as a link that navigates to the company detail page.
A badge indicating whether this contact is the primary contact for their company.
The department the contact belongs to within their organization.
A link to the contact's LinkedIn profile, opening in a new tab when clicked.
The CRM user assigned as the owner of this contact.
The date the contact was first added to the CRM, used as the default sort column.
Use the search bar to find contacts quickly across multiple fields.
The search bar at the top of the people list searches across a contact's name, email address, phone number, and job title simultaneously. Results update as you type, so you can find the right person in seconds. Use / to focus the search bar from anywhere on the page.
Narrow the list down using the available filters above the table.
Select a company from the dropdown to show only the contacts associated with that company. This is useful when preparing for a meeting and you need to see everyone at a specific account.
Toggle this filter to display only contacts who are marked as the primary contact for their company. Helpful for generating executive-level contact lists.
Type a department name to filter contacts by their department. For example, entering "Engineering" will show only contacts in engineering departments.
If your organization has defined custom fields on people, those fields appear as additional filter options. This lets you segment contacts by any data point your team tracks.
Click any sortable column header to reorder the list.
The people list supports sorting by the following columns:
Click a column header once to sort ascending, and click again to sort descending. The currently active sort column is indicated with an arrow icon.
Navigate through your contacts 50 records at a time.
The people list displays 50 contacts per page. Use the pagination controls at the bottom of the table to move between pages. The current page number and total contact count are displayed alongside the navigation buttons. Applied filters and search terms carry over as you navigate between pages.
Select multiple contacts to perform actions in batch.
Use the checkboxes on each row to select one or more contacts. A toolbar appears with the following bulk actions:
Add all selected contacts to an existing contact group or create a new one. Groups are useful for organizing contacts for targeted campaigns or team assignments.
Send an email to all selected contacts. This option is only available when every selected contact has an email address on file. Contacts without an email are automatically excluded.
Permanently delete the selected contacts. This action is restricted to users with the Manager or Admin role and cannot be undone.
The people list adapts to smaller screens with a card-based layout.
On mobile devices and narrow viewports, the table layout is replaced with contact cards. Each card shows the contact's name, avatar, company, and primary contact information. Tap a card to navigate to the person's detail page. Search, filters, and pagination remain fully functional on mobile.