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Contacts.

Add, import, and organize the people you work with.

Your contacts are the foundation of everything else in ListingStack. Opportunities get attached to a contact. Deals get attached to a contact. Emails go to contacts. The more complete your contact database, the more the rest of the app earns its keep.

Adding contacts

From Contacts, click New Contact to add one by hand. The fields are mostly self-explanatory, but two deserve a note:

  • Type — one of buyer, seller, past_client, sphere, or other. This drives behavior elsewhere: new contacts marked past_client or sphere are auto-enrolled in your drip campaign (you can change this in email settings).
  • Tags — free-form labels for whatever you want (neighborhood, referral source, lead temperature, etc). You can filter the contact list by tag.

Importing from CSV

If you're coming from another CRM or a spreadsheet, use Importat the top of the contacts page. The importer accepts a CSV with headers matching the contact fields — first_name, last_name, email, phone, type, tags, and a few others. It previews what it found, shows any rows it can't parse, and lets you confirm before writing.

Duplicates are skipped: if an email matches an existing contact, the importer leaves the original alone. Phone is formatted automatically so it's searchable by digits alone.

Searching and filtering

The contact list has a search input that matches first name, last name, and email as you type. The table has sortable columns (name, created date) and a filter for contact type. Search and filters stack — you can combine them.

The subscription status column

Every contact shows their current email subscription status in a dedicated column:

  • Subscribed — they confirmed the double opt-in and will get drip emails
  • Pending — they got the opt-in invite but haven't confirmed
  • Unsubscribed — they opted out, and you shouldn't re-enroll them
  • — (dash) — no subscription record; they've never been enrolled

Connections between contacts

On a contact's detail page you can add connections — a buyer and their spouse, a referral source, a parent who pointed their adult kid at you. Connections are directional (with a relationship label) and show up on both linked contacts.

Deleting contacts

Deleting a contact from the detail page removes the record. Deals and opportunities that referenced that contact are left intact (they'll show "Unknown" in place of the name). That's intentional: you don't lose transaction history just because you cleaned up the rolodex.

TipMarking contacts as past_client or sphereis the fastest way to seed your drip program. Those types auto-enroll, so they'll receive an opt-in invite as soon as you create them.