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

# Contacts

> View and manage the leads and customers in your CRM.

## 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.

<CardGroup cols={3}>
  <Card title="Name" icon="user">
    First and last name of the contact.
  </Card>

  <Card title="Email" icon="envelope">
    Primary email address.
  </Card>

  <Card title="Phone" icon="phone">
    Phone number, if captured.
  </Card>

  <Card title="Source funnel" icon="filter">
    The funnel the contact came from.
  </Card>

  <Card title="Date added" icon="calendar">
    When the contact record was created.
  </Card>

  <Card title="Custom fields" icon="sliders">
    Any additional fields captured by your forms.
  </Card>
</CardGroup>

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.

<Tip>
  Click **Filters** in the toolbar to open the filter sidebar. Active filters are highlighted so you can see what is applied at a glance.
</Tip>

## 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:

<Tabs>
  <Tab title="Activity">
    A timeline of the contact's interactions, including form submissions, funnel visits, and any actions triggered by workflow nodes.
  </Tab>

  <Tab title="Forms">
    All form submissions from this contact, showing the form name, submission date, and each field's answer. Use this tab to review exactly what a lead submitted.
  </Tab>

  <Tab title="Groups">
    The groups this contact belongs to. You can remove them from a group directly from this tab.
  </Tab>
</Tabs>

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:

<AccordionGroup>
  <Accordion title="Assign to group">
    Add all selected contacts to an existing group in one action. Select the target group from the dropdown and confirm.
  </Accordion>

  <Accordion title="Add to Focus">
    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.
  </Accordion>
</AccordionGroup>

<Note>
  Bulk actions apply only to the contacts you have selected. Deselect any contacts you don't want to include before confirming.
</Note>

## Adding a contact manually

<Steps>
  <Step title="Open the new contact form">
    In the CRM toolbar, click **New contact** (or navigate to **CRM → Contacts → New**).
  </Step>

  <Step title="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.
  </Step>

  <Step title="Save the contact">
    Click **Create contact**. The new record appears in the contacts table immediately.
  </Step>
</Steps>

## 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.

<Warning>
  Deleting a contact permanently removes their record and all associated form submissions. This action cannot be undone.
</Warning>