Skip to main content

​
What are contacts?

Every person who submits a form in your funnel becomes a contact. Fig automatically creates a contact record when a form is submitted, capturing the visitor’s details and linking the record to the source funnel. You can also add contacts manually or import them — contacts are the foundation of your CRM. Every follow-up, group assignment, and focus action starts here.

​
The contacts table

Navigate to CRM → People to see a searchable, filterable table of all contacts in your workspace.

Name

First and last name of the contact.

Email

Primary email address.

Phone

Phone number, if captured.

Source funnel

The funnel the contact came from.

Date added

When the contact record was created.

Custom fields

Any additional fields captured by your forms.
You can show or hide columns using the column selector in the toolbar. Your column preferences are saved per workspace.

​
Searching and filtering

Use the search bar at the top of the table to search by name, email, or phone number. The filter panel on the right lets you narrow contacts by:
  • Source — the traffic source (e.g. organic, paid)
  • Medium — the channel (e.g. email, social)
  • Campaign — UTM campaign value
  • Funnel — which funnel they came from
  • Tags — any tags assigned to the contact
  • Date range — when they were added
Filters are combined — applying multiple filters returns contacts that match all of them.
Click Filters in the toolbar to open the filter sidebar. Active filters are highlighted so you can see what is applied at a glance.

​
Viewing a contact’s detail page

Click any row in the contacts table to open that contact’s detail page. The detail page has three tabs:
A timeline of the contact’s interactions, including form submissions, funnel visits, and any actions triggered by workflow nodes.
You can edit a contact’s fields directly on the detail page — click any field value to update it.

​
Bulk actions

Select one or more contacts using the checkboxes in the contacts table. A bulk action bar appears at the bottom of the screen with the following options:
Add all selected contacts to an existing group in one action. Select the target group from the dropdown and confirm.
Mark selected contacts as focused. Focused contacts appear in your personal Focus tab so you can prioritize follow-ups without losing them in the full list.
Bulk actions apply only to the contacts you have selected. Deselect any contacts you don’t want to include before confirming.

​
Adding a contact manually

1

Open the new contact form

In the CRM toolbar, click New contact (or navigate to CRM → Contacts → New).
2

Enter contact details

Fill in the first name (required), and at least one of email or phone number. Last name and additional fields are optional.
3

Save the contact

Click Create contact. The new record appears in the contacts table immediately.

​
Deleting contacts

To delete a single contact, open the contact’s detail page and select Delete from the actions menu. To delete multiple contacts at once, select them in the table and use the bulk delete option in the action bar.
Deleting a contact permanently removes their record and all associated form submissions. This action cannot be undone.