Overview

The Contacts module is your single source of truth for every lead and customer. Each contact carries its own AI agent that watches engagement signals, scores the contact 0–100, and suggests the next best action.

The contacts table

Contacts → View Contacts opens the main table. Rows are clickable and lead to the contact detail page. The table includes a Score column with a colour-coded AI badge — 🔥 80+, ⬆ 60+, → 40+, and grey below 40 — plus search, filtering, and a global bulk-select checkbox.

Adding contacts

There are three ways to add contacts:

• Manually — Contacts → Add Contact, which opens a form for name, email, phone, company, job title, and more
• By import — Contacts → Import, a CSV wizard covered in Importing Contacts
• Automatically — published Forms create a contact from every submission

When you add a contact with a company name, Revnator automatically finds or creates the matching account so contacts and companies stay linked.

The contact detail page

The detail page uses a 60/40 layout with six tabs: Overview, Activity, Emails, Tasks, Deals, and Details. Fields are edited inline — click a value, change it, and click away to save. The right column holds a Quick Edit card and the AI Agent card with the lead score, the reasoning behind it, and the suggested next best action.

Bulk actions

Select rows with the checkboxes to reveal the bulk-action bar: soft-delete, add to a list, or enrich the selected contacts. Bulk enrichment runs in the background so the table stays responsive.