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The Contacts list shows everyone at your customer accounts, one row per person: the accounts they’re on, the roles they hold there, when they were last seen and their latest NPS answer. Anyone in your organization can use it. Open it from the Contacts tab beside Accounts at the top of the Accounts page, or type “contacts” into the command palette (⌘K or Ctrl+K), where you can also find someone by name or email. On a smaller screen, the page title is a menu that switches between the two. Use it to answer questions about people rather than accounts: who owns each of your Enterprise accounts, which champions haven’t been seen in a month, everyone your product marks as an admin.

Filtering

Click Filters to open the filter builder above the table. It works as on the Accounts list: rows that match ALL or ANY, groups one level deep, and the same field more than once. Changes apply as you make them. There are two kinds of filter:
  • About the person: name, email, last seen, when they were added, latest NPS answer, and any trait your product sends about people through Segment, PostHog or zudo.js. With Broadcasts turned on for you, also Email Status: whether a broadcast would reach them.
  • About an account they’re on: role, Owner, account name, status, segment, CSM, MRR and health score.
Filters about an account are checked one account at a time. Someone on two accounts is judged on each separately, and listed when either one passes the filters. So Role has Champion with Account Segment is in Enterprise finds the people who are the Champion on an Enterprise account, not someone who is a Champion on one account and merely listed on an Enterprise account. ANY groups are checked the same way: Owner, ANY, Role has Champion lists everyone who owns an account or is the Champion on one, and marks which. The accounts that passed come first in a person’s row. Any others they’re on are greyed out.
  • As on the Accounts list, accounts that don’t count as customers (churned and ignored ones, and any stage of yours with that switch off) are left out unless you filter on Account Status or Account Stage. Someone whose only accounts are churned appears once you do.
  • Account CSM can be you, Nobody, or anyone on your team.
  • Account Segment has the same members as on the Accounts list: the accounts its conditions match, plus or minus any a person or a playbook added or removed. A segment that lists customers also covers the people on the accounts inside each one.
  • The search box matches names and email addresses.

Columns and sorting

The list shows each person’s name and email, their accounts (with an Owner label on any they own), their roles on the accounts that matched, when they were last seen, and their latest NPS answer. The column picker adds Added and one column for each trait your product sends about people. With Broadcasts turned on for you, anyone a broadcast won’t reach has a label beside their address: Unsubscribed, Bounced, Marked as spam or Suppressed in Postmark. Sort by name, last seen, NPS or the date they were added. People with no value sort last either way.

Saved views

Save the filters, columns and sort as a saved view, for yourself or for the team, from the Views menu beside the search box. Contacts views are kept apart from Accounts and Requests views. A saved contacts view is also what a broadcast goes to.

Giving roles to many people

Tick the people you want, or tick the box in the header to pick everyone on the page. Then choose a role and Give role or Take role away.
  • The change applies on the accounts each person matched your filters on. With no filters, it applies on every account they’re on.
  • Taking a role away leaves it wherever a rule gives it, and the message says how many that was. To change who a rule gives a role to, change the rule.
  • If the role names Owners, Owners update to match.
  • Up to 500 people at a time. Changing your filters or search clears what you ticked.

A person’s panel

Click anyone to open their panel: every account they’re on, churned ones included, with their Owner label and roles on each, when they were last seen and added, their latest NPS answer, and the traits their product sends. Edit roles on an account changes their roles there, exactly as on the account’s Contacts tab. With Broadcasts turned on for you, the panel’s Email section shows their email status, since when, and the broadcasts they received with how far each got. To make someone an account’s Owner, use the account’s own Contacts tab.

What isn’t here yet

  • The list isn’t available through the API or MCP. GET /contacts lists contacts with the isOwner and contactRoleId filters described in Contacts and the API, but not the per-account filters or saved views.
  • The panel doesn’t show a person’s conversations yet.
  • Ticking picks people on the current page only, not everyone the filters match.