Managing Your Contacts
Your built-in CRM - track leads and customers, manage tags, segments, and custom fields, import from other CRMs, and see where everyone came from.
Every lead captured through a funnel, every customer who takes action, every contact imported from your CRM. They all live in your Contacts.
Contacts are also the source material for the Customer Brain. When you save a memory and tag a contact, that memory flows into the Customer Brain attached to that contact. Over time, Atlas surfaces emergent customer avatars from the patterns across your tagged contacts.
Contact Fields
Each contact record includes:
| Field | Description |
|---|---|
| Name | First and last name |
| Primary email address | |
| Phone | Phone number (if provided) |
| Tags | Labels you assign for organization |
| Contact type | Lead, customer, or archived |
| Contact source | How they were captured (funnel, manual, CRM import) |
| Source funnel | Which funnel brought them in |
| Source domain | Where the traffic came from |
| Business name | Company or business (if provided) |
| Location | City, state, country |
| Custom fields | Any additional fields you define |
| Date created | When they first appeared |
How Contacts Are Created
| Source | What happens |
|---|---|
| Funnel submission | Someone fills a form on your funnel. A lead is created, a contact is upserted, and they are linked to the funnel and campaign with full UTM and ad attribution. |
| Manual entry | Add a contact directly from the Contacts page with name, email, phone, and tags. |
| CSV import | Upload a CSV file to import contacts in bulk. |
| GoHighLevel sync | Import contacts from your GHL account. Set up a recurring sync job to keep them in sync. |
| ActiveCampaign sync | Import contacts from ActiveCampaign. Paginated import with search for large accounts. |
Searching and Filtering
The CRM page supports:
- Search by name, email, phone, business name, or any text field
- Sort by any column
- Pagination for large contact lists
- Filters including:
| Filter | What it does |
|---|---|
| Contact type | Show leads, customers, or archived |
| Funnel | See contacts from a specific funnel |
| Tags | Filter by tags you've assigned |
| Source domain | See where traffic came from |
| Contact source | Filter by how they were captured |
| Date range | Filter by creation date |
| Campaign | See contacts linked to a specific campaign |
| Include archived | Show or hide archived contacts |
Tags, Segments, and Custom Fields
Tags
Create custom tags to organize your contacts: "Hot lead," "Webinar attendee," "VIP client," "Q2 campaign," whatever categories matter to you. Assign tags to individual contacts from their detail view, or define tag colors and structure in Workspace Settings → Properties → Tags.
Segments
Define reusable audience segments based on criteria. Create and manage segments in Workspace Settings → Properties → Segments.
Custom Fields
Add custom data fields beyond the defaults. Define custom fields in Workspace Settings → Properties → Custom Fields, then fill them in on individual contact records.
Contact Detail View
Click any contact to open their detail panel. From there you can:
- Edit name, email, phone
- Add or remove tags
- Fill in custom field values
- See their source funnel and campaign
- View their full history
Importing from Other CRMs
GoHighLevel
- Connect GHL in Workspace Settings → Integrations
- Open the import dialog from the Contacts page
- Browse your GHL contacts and select who to import
- Start a sync job to keep contacts updated on a schedule
ActiveCampaign
- Connect ActiveCampaign with your API URL and key
- Open the import dialog from the Contacts page
- Search and paginate through your ActiveCampaign contacts
- Import selected contacts or start a full sync
Contacts are automatically linked to campaigns through the funnels that captured them. Inside a Space, add the Contacts view to see contacts specific to that Space and its campaign.
Contacts and the Customer Brain
When you save a memory and tag a contact, the memory flows into the Customer Brain attached to that contact. This is how Vibey builds an evidence-based picture of your customers, not invented personas.
Practical workflow:
- Connect Fathom and tag the contact on each meeting recording, so customer call transcripts feed the Customer Brain
- Use the Add Information panel in the Customer Brain to capture observations and tag the right contact
- Ask Atlas about a contact: "what do we know about [contact name]?" Atlas pulls everything tagged to them across the brain.