Overview
Written By Adtaria Support
Last updated About 1 month ago
Contacts Overview
Contacts store people and companies you interact with and can be linked directly to deals. Linking contacts to deals keeps communication, context, and deal progress connected in one place.
Contacts live on the Contacts page and can be viewed, filtered, searched, tagged, and customized—just like deals.
Contacts & Deals (Overview)
Contacts can be linked to deals in two ways:
Create a new deal from a contact
Link a contact to an existing deal
This ensures every deal has the right contact context without duplicating data.
Creating a Deal from a Contact
Open a contact
In the contact panel, click Create Deal
Enter deal details (pipeline, stage, value, etc.)
Save
The deal is automatically linked to the contact.
Linking a Contact to an Existing Deal
Open a contact
In the contact panel, click Link Deal
Search for and select an existing deal
Confirm
The contact is now associated with that deal.
Note: A contact can be linked to multiple deals if needed.
Use Cases
Start deals directly from conversations
Avoid duplicate contacts or deals
Keep deal activity tied to real people
Maintain full context across pipelines
Filters (Contacts)
Filters help you view specific contacts based on defined criteria.
Using Filters
Go to the Contacts page
Click the Filter icon
Select the field to filter by
Choose the operator
Enter the filter value
Filters apply automatically.
Note: Return to the filter menu to add additional filters.
Common Filter Types
Tags
Last Contacted
Deal Status (linked / unlinked)
Owner
Created Date
Use Cases
Find contacts without active deals
Surface contacts that haven’t been contacted recently
Segment contacts by tag or owner
Prepare targeted outreach lists
Search (Contacts)
Search lets you quickly find contacts without manually scanning the list.
Searching Contacts
Go to the Contacts page
Click the Search field
Type a name, company, email, or tag
Select a result or press Enter
Results update as you type.
Use Cases
Pull up a contact during a call
Check if a contact already exists
Find contacts tied to a specific account
Quickly open a contact to create or link a deal
Tag Management
Tags help you label and organize contacts for segmentation and quick filtering.
Adding Tags to a Contact
Open a contact
Click the Tags field
Select an existing tag or create a new one
Tags save automatically.
Managing Tags
Add multiple tags per contact
Use tags across filters and saved views
Remove tags at any time
Note: Tags do not affect deal stages or pipelines.
Use Cases
Segment contacts by role, source, or interest
Group contacts for outreach or campaigns
Identify warm vs cold contacts
Organize contacts without creating new fields
Customization (Contacts)
Customization lets you control how contacts are displayed in List view and within the contact panel.
List View (Show / Hide Columns)
Switch to List View
Click Customize View
Toggle columns on or off
Close the menu
Common columns:
Name
Company
Email
Phone
Tags
Owner
Last Contacted
Linked Deals
Contact Panel (Info Display)
Open a contact
Click the three-dot menu
Select Customize Display
Toggle contact attributes on or off
Changes apply immediately.
Use Cases
Keep lists clean and focused
Show only outreach-relevant fields
Reduce noise in the contact panel
Tailor views for different workflows
Saved / Pinned Views (Contacts)
Saved Views let you store contact views created using filters, search, sorting, and layout settings.
Creating a Saved View
Go to the Contacts page
Apply filters, sorting, and customization
Click Save View
Name the view
Save
The view is pinned to your sidebar.
Using a Pinned View
Open the sidebar
Click the saved view
The Contacts page loads with the exact setup applied.
Use Cases
Save a “No Active Deals” contact view
Create role-based or tag-based segments
Build outreach lists
Quickly switch between contact workflows