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Contacts

Search, segment, and manage client contacts, export CSVs, and send the live roster to Files.

Updated Aug 17, 2026 8 steps 14 questions answeredOpen this page in the platform
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Overview

Contacts is the client-scoped prospect list. Search, sort, filter, save reusable filter rules or complete table views, import or export CSVs, create contacts, and run bulk actions. Import CSV checks populated email and company website values before any write. Invalid rows stay out of the import, and Download all error rows saves a correction-ready CSV with the original columns, source row number, and reason. Use Columns to tailor the table, and use Export CSV to choose precisely which contact, organization, activity, campaign, validation, meeting, source, and custom fields you need. Send to Files copies the live roster onto this client's Files tab so client agents can review and clean it. Finished imports also create that Files copy automatically.

How to use this page

  1. Find and sort contacts

    Use Search contacts to filter by name, email, company, and related text. Select a sortable column header to sort and select it again to reverse the order. The summary band reports the matching range and current-page activity.

  2. Identify referral contacts

    A prospect referred by another contact displays a Referral label beside the name. If you show the optional Source column, the same contact is labeled Referral there. Open the row to see the named referrer and move to that record.

  3. Filter and save a segment

    Select Filters, add property rules, and choose All when every rule must match or Any when a contact can match at least one rule. Search properties in the field picker, including Street under Person Address. Load reusable rules with Apply saved filter, then use Save changes to update it or Save new filter to preserve it as a separate filter. Use Views to save or load the broader table setup, including search, filters, and columns.

  4. Tailor the table columns

    Select Columns to show, hide, and reorder fields. The table supports core contact and activity data as well as role, company, location, phone, email deliverability, follow-up, meeting, tag, list, notes, and custom fields.

  5. Choose detailed export fields

    Select Export CSV to open Choose Export Fields. Search for a field, clear fields you do not need, or use Select all. In addition to the established field groups, Organization includes Source, Contact Owner ID, Sales Rep, and Sales Development Rep ID. Activity includes current-campaign email count, last email step, last email sent time, and last email subject. When exporting from a campaign, campaign-only fields also include Current Campaign Last Call and Time Zone.

  6. Export, import, or add contacts

    After choosing export fields, select Export CSV to download the currently filtered view. Import CSV opens upload, mapping, and import. If a mapped email or website value is invalid, a warning lists sample errors and Download all error rows saves every rejected row. Correct the CSV and reupload it, or continue to import the remaining valid rows. After import, an Errors count appears when rows were rejected, and you can download the same error CSV. Add Contact opens the single-record form.

  7. Send the live roster to Files

    Select Send to Files in the header to copy this client's live contact roster onto the client Files tab as a CSV. The toast reports how many contacts were saved and the file name. Client agents can then use that file for review and cleanup. From a campaign Contacts toolbar, Send to Files copies that campaign's live roster instead. A finished import also writes the same kind of Files copy automatically.

  8. Run bulk actions

    Select page rows or all matching contacts, then edit status, add them to a campaign, or delete after confirmation. Moving an already enrolled contact ends the prior enrollment while preserving history.

What the buttons do

Search contacts
Filters contacts by name, email, company, and related fields.
Filters
Opens the segment builder with property rules and All or Any logic.
Apply saved filter / Save changes / Save new filter
Loads, updates, or creates reusable property-rule filters.
Views dropdown
Loads or saves the broader table view, including search, filters, and columns.
Columns
Shows, hides, and reorders the fields displayed in the table.
Export CSV
Opens the field picker and exports the currently filtered contacts with the selected fields.
Select all / Clear all
Selects or clears every field in the export picker before you refine the CSV columns.
Send to Files
Copies the live contact roster onto this client's Files tab as a CSV that client agents can use. On a campaign, it copies that campaign's roster.
Import CSV
Opens the three-step importer with mapping and dedupe.
Add Contact
Opens the single-contact form.
Download all error rows
On the Import step, downloads a CSV of every rejected row with its original columns, source row number, and validation reason.
Download error rows as CSV
After an import that rejected invalid email or website values, downloads the same correction-ready error CSV.

Common questions

Yes. The export uses the current search, filters, and view.
Choose Current Campaign Emails Sent, Current Campaign Last Email Step Sent, Current Campaign Last Email Sent, and Current Campaign Last Email Subject from Activity.
Yes. Organization includes Source, Contact Owner ID, Sales Rep, and Sales Development Rep ID.
Those are campaign-only export fields. They appear when the export is run from a campaign.
Choose All when every rule must match, or Any when a contact can match at least one rule.
Yes. Select Columns and choose the available company, role, location, phone, email deliverability, follow-up, meeting, tag, list, notes, or custom fields.
Load it with Apply saved filter, edit the property rules, then select Save changes. Use Save new filter when you want to preserve the original.
Rows with the same normalized email merge into one contact, with the latest non-key values winning.
Populated email and company website values are checked before any import write. Blank email or website is allowed. Invalid rows are not imported. You can download those rows, correct them, and reupload, or continue with the remaining valid rows.
Every rejected row keeps its original columns, plus Import Error Row and Import Error Reason. Use that file to correct the values and reupload only the contacts that were skipped.
Yes. Adding contacts from a campaign uses the same email and website checks and the same Download all error rows file before and after import.
It copies the live Platform contact roster onto this client's Files tab as a CSV. The toast shows the saved count and file name. Client agents can use that file right away. This is separate from Export CSV, which downloads a file to your computer.
Yes. After a successful import, SalesHive also copies the live imported roster to the client Files tab when it can. Use Send to Files later if you need a fresh copy.
Yes. Open the campaign and use Send to Files in the Contacts toolbar. That copy is named from the campaign and includes only that campaign's live roster.
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