People & lists (/people)

The main book of business.

Sidebar

• Collections — saved groupings
• Smart lists — rule-based lists (stage, source, and more)
• All People — full table

Create a smart list with New List. Manage or rename lists from Manage lists.

Filters & table

Filter by stage, source, agent, or My people. Columns typically include name, agent, stage, phone, email, last communication, and created date.

Bulk actions

Select rows to:

• Change stage
• Archive
• Assign agent
• Apply an action plan
• Add a tag
• Export CSV

New person (/people/new)

Capture first/last name, email, phone, stage, source, and assignment (specific agent or round-robin).