> ## Documentation Index
> Fetch the complete documentation index at: https://docs.clarky.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Contact Management

> Organize and manage your customer contacts

## Table View

The Contacts Table provides a comprehensive view of all your contacts with sortable columns and powerful filtering.

<Info>
  **Plan availability:** Startup or higher. See [Plans & Billing](/features/settings/plans).
</Info>

### Contact Information

Each contact record includes:

<ResponseField name="name" type="string">
  Contact's full name
</ResponseField>

<ResponseField name="email" type="string">
  Email address
</ResponseField>

<ResponseField name="phone" type="string">
  Phone number
</ResponseField>

<ResponseField name="stage" type="string">
  Current pipeline stage (Lead, Qualified, Proposal, etc.)
</ResponseField>

<ResponseField name="value" type="number">
  Estimated deal value
</ResponseField>

<ResponseField name="last_contact" type="date">
  Date of most recent interaction
</ResponseField>

<ResponseField name="source" type="string">
  How they found you (chat, voice, referral, etc.)
</ResponseField>

## Adding Contacts

### Automatic Creation

Contacts are created automatically when:

* Customer provides name and contact info in chat
* Phone call is completed
* SMS conversation includes identification
* Email is received from new address

### Manual Creation

Add contacts manually:

<Steps>
  <Step title="Click 'Add Contact'">
    Button in the top-right of CRM view.
  </Step>

  <Step title="Fill Information">
    Enter name, email, phone, and any other details.
  </Step>

  <Step title="Set Pipeline Stage">
    Place them in the appropriate stage.
  </Step>

  <Step title="Save">
    Contact is immediately available in your CRM.
  </Step>
</Steps>

### Importing Contacts

Import existing contacts from:

* CSV files
* Other CRM systems
* Email contact lists
* Spreadsheets

## Contact Details

Click any contact to see their detailed profile:

### Information Tab

* Full contact details
* Custom fields
* Tags and categories
* Creation date and source

### Conversations Tab

See all interactions:

* Complete conversation history
* Across all channels
* Searchable and filterable
* Linked to original conversations

### Activity Timeline

Chronological view of all activities:

* Conversations
* Status changes
* Notes added
* Emails sent
* Calls made

### Notes and Tasks

* Internal notes (not visible to contact)
* Assigned tasks and follow-ups
* Important dates and reminders

## Organizing Contacts

### Tags

Apply custom tags to categorize contacts:

* **VIP**: High-value customers
* **Follow-up**: Needs attention
* **Interested**: Showed interest
* **Custom**: Create your own

### Custom Fields

Add custom fields for your business needs:

* Industry
* Company size
* Budget
* Specific preferences
* Any data you track

## Next Steps

<Card title="Sales Pipeline" icon="chart-line" href="/features/crm/sales-pipeline">
  Move contacts through your sales process
</Card>