---
title: "Contacts"
slug: "contacts"
updated: 2026-05-05T17:17:52Z
published: 2026-05-05T17:17:52Z
---

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

# Contacts

A Contact is an object attached to a Lead.

In a B2B (business-to-business) database, you will have Leads as Companies and Contacts as People that work for those Companies.

In a B2C (business-to-consumer) database, the Lead and the Contact tend to have the same name and can be treated interchangeably.

## How to Add a Contact to a Lead in Close

From the Leads page, you can click, as shown below, to manually add a Contact, and its Contact information, to the Lead.

![image.png](https://cdn.document360.io/b5cf4edd-8d9e-4649-a50a-2d7591eba26b/Images/Documentation/image%2848%29.png)

## The Contacts tab

The Contacts tab displays all contacts under your leads in one view. This is especially helpful to businesses with a B2B sales model with several contacts under one lead. When you hover over a contact on the contact's tab, it shows the contact's local time, so you can avoid reaching out at inconvenient hours. ![Image](https://cdn.document360.io/b5cf4edd-8d9e-4649-a50a-2d7591eba26b/Images/Documentation/image(120).png) If Close can determine the contact's time zone from their phone number, you'll see their Estimated local time.

If the contact's local time is outside typical daytime hours (8:00 AM–6:00 PM), a moon icon will appear next to the time.

If the time zone can't be determined (for example, there's no phone number on file or only a toll-free number is present), it will show Unknown. ![Image](https://cdn.document360.io/b5cf4edd-8d9e-4649-a50a-2d7591eba26b/Images/Documentation/image(124).png)

## Contacts Filtering

The contacts view is a more seamless way to do contact-based filtering.

![CleanShot 2024-06-20 at 13.14.19@2x.png](https://cdn.document360.io/b5cf4edd-8d9e-4649-a50a-2d7591eba26b/Images/Documentation/CleanShot%202024-06-20%20at%2013.14.19@2x%281%29.png)

You can add filters to find contacts with a particular title, a specific name, more than one email or phone number, etc.

To add a new filter, click the `+ Add a filter` button that will open up the Filters sidebar, where you can search by different attributes.

In the example below, we are looking for all contacts with the CEO title.

![CleanShot 2024-05-26 at 23.39.24.gif](https://cdn.document360.io/b5cf4edd-8d9e-4649-a50a-2d7591eba26b/Images/Documentation/CleanShot%202024-05-26%20at%2023.39.24.gif)

This can also be enhanced to include contacts belonging to leads where the lead meets the predefined conditions, e.g., have never been called, was never emailed, etc.

Filters can be combined to create more powerful searches. If you’re unfamiliar with Close’s filtering, please visit the [Search and Smart Views page](https://help.close.com/docs/search-and-smart-views) for a detailed outlook.

## Filtering within Contacts page

### Operators (Match Any, Match All)

As suggested by the name, the Match All operator returns contacts if all conditions are true. This operator is the default, so adding more than one filter will return contacts that match all the filters.

![CleanShot 2024-05-26 at 23.42.28@2x.png](https://cdn.document360.io/b5cf4edd-8d9e-4649-a50a-2d7591eba26b/Images/Documentation/CleanShot%202024-05-26%20at%2023.42.28@2x.png)

The Match Any operator will return contacts that match either of the filters added.

You can also combine both Match All and Match Any filters to return a set of contacts that match either one set of conditions in one row or another set of conditions in a different row. To build a set of conditions, add filters to the same row, then choose Match Any and then add another set of conditions to a different row. This will return contacts that match all the conditions in one of the rows OR the other.

![CleanShot 2024-05-26 at 23.46.09@2x.png](https://cdn.document360.io/b5cf4edd-8d9e-4649-a50a-2d7591eba26b/Images/Documentation/CleanShot%202024-05-26%20at%2023.46.09@2x.png)

### Contact-specific result highlighting

Whenever you search for a specific contact within the top search bar and click on the Contact-type result

![CleanShot 2023-10-29 at 14.36.55@2x.png](https://cdn.document360.io/b5cf4edd-8d9e-4649-a50a-2d7591eba26b/Images/Documentation/CleanShot%202023-10-29%20at%2014.36.55@2x.png)

We'll automatically focus/highlight the contact name and expand their contact information (emails, phone numbers, custom fields...) to bring that contact in focus within an overall lead page:

![CleanShot 2023-10-29 at 14.28.39@2x.png](https://cdn.document360.io/b5cf4edd-8d9e-4649-a50a-2d7591eba26b/Images/Documentation/CleanShot%202023-10-29%20at%2014.28.39@2x.png)

Additionally, you can filter (view) only specific contact's activities by clicking on `All Contacts > specific contact`:

![CleanShot 2024-06-20 at 13.06.10@2x.png](https://cdn.document360.io/b5cf4edd-8d9e-4649-a50a-2d7591eba26b/Images/Documentation/CleanShot%202024-06-20%20at%2013.06.10@2x.png)

## Bulk Actions

### Bulk Email

Once you have built out a list of contacts using filters, you can then bulk email those specific contacts.

On the filtered results displayed on the Contacts page, click on the stacked envelope icon to `Send Bulk Email`. Select your sending email and Template to send.

![CleanShot 2024-05-26 at 23.53.21.gif](https://cdn.document360.io/b5cf4edd-8d9e-4649-a50a-2d7591eba26b/Images/Documentation/CleanShot%202024-05-26%20at%2023.53.21.gif)

### Enroll Contacts in Workflows

Like bulk emails, you can subscribe a list of filtered-out contacts to a Workflow. On the filtered results displayed on the Contacts page, click on the Workflow icon in the upper-right to `Enroll in Workflow` and choose which Workflow to send. Specify the email sender and assigned caller(s). Use the Preview function to make sure everything looks good before sending.

![CleanShot 2024-05-26 at 23.59.20.gif](https://cdn.document360.io/b5cf4edd-8d9e-4649-a50a-2d7591eba26b/Images/Documentation/CleanShot%202024-05-26%20at%2023.59.20.gif)

### Manage Workflows

You can pause or resume a Workflow straight from the Contacts page. After clicking on the Workflows icon in the upper-right corner, select `Manage Workflows`, then use the menu to either Pause or Resume your intended Workflow: ![CleanShot 2024-05-27 at 00.03.56@2x.png](https://cdn.document360.io/b5cf4edd-8d9e-4649-a50a-2d7591eba26b/Images/Documentation/CleanShot%202024-05-27%20at%2000.03.56@2x.png)

### Bulk Edit

You can either bulk update a contact custom field, clear a contact custom field, or delete a list of contacts via the bulk edit feature. To do so, click the more (...) button to the top right, then `Bulk Edit`. Select your preferred action in the drop-down menu.

![CleanShot 2024-05-27 at 00.06.44@2x.png](https://cdn.document360.io/b5cf4edd-8d9e-4649-a50a-2d7591eba26b/Images/Documentation/CleanShot%202024-05-27%20at%2000.06.44@2x.png)

## Sharing

You can save your Contact searches with a Smart View to access on your sidebar. You can also share your filters with your team members with a Share Link in the top-right.

![CleanShot 2023-10-29 at 14.39.10@2x.png](https://cdn.document360.io/b5cf4edd-8d9e-4649-a50a-2d7591eba26b/Images/Documentation/CleanShot%202023-10-29%20at%2014.39.10@2x.png)

## Currently Not Supported

In comparison to the [Leads](https://help.close.com/docs/leads) page, you will not be able to do the following on the Contacts tab:

- **Customize columns** - The contact view currently shows a limited list of columns you can display. We are progressively adding on this with future releases.
- **Export** - To export a list of contacts, you will need to go through the `Leads page > ... button > Export` and choose `Contacts`. There is no way to export directly from the Contacts page.