Contacts: find, tag, verify, and email your people

Contacts is the people layer of the Current CRM. Open it from the sidebar under Sales → Contacts. It lists every person you're allowed to see across every company — with their title, email, phone, whether they're the primary contact, and whether they're still active — and it's where you tag them, check whether their address is still deliverable, read the mail you've exchanged with them, and drop them into a sequence.

A contact is also the join key for the rest of the CRM: synced email attaches to a contact, sequences enroll a contact, and campaign audiences are built from contacts. A clean, well-tagged, verified list is what makes everything downstream work.

1. 1
   Go to Sales → Contacts

   The Sales area is enabled per person. If you see "Sales is off for your account", ask a tenant admin to turn on CRM access for you under Users & roles.
2. 2
   Search by name, email, title — or company

   Type in "Search contacts…". The search runs on the server and includes the company name, so searching "Northwind" finds Northwind's people. One caveat: company-name search works on the unfiltered list. With a Tag filter active, the search matches only the contact's own fields (name, email, title) — clear the tag to search by company.
3. 3
   Narrow to one company

   The dropdown always starts with an "All companies" option and, before you type, already lists the first page of companies alphabetically. Typing in the "Type to search…" box narrows that list to server-searched matches; the currently selected company is always kept in the list even when it doesn't match the search.
4. 4
   Filter by tag

   The Tag dropdown appears once your tenant has at least one tag. Pick a tag to see only the contacts carrying it — a trade-show batch, a segment, an import list.
5. 5
   Toggle Active only and Primary only

   Active only is on by default, so inactive people are hidden until you turn it off. Primary only leaves just the primary contact at each company.
6. 6
   Read the count, and reset when you're lost

   "Showing X of Y contacts" counts the whole filtered set, not just the rows on screen. Filters are remembered between sessions — that's why a "Reset filters" link appears whenever one is set.

The list loads 60 contacts at a time; "Show more" pulls the next page. Clicking a row opens that person's company record. Tags render as coloured chips beside the name — the first two, then a "+n" marker you can hover to see the rest.

Every contact with an email address carries a small pill next to it, whether or not NeverBounce is connected — it just reads "Not verified" (a muted dash icon) until that address has actually been checked. Hover the pill for the plain-English meaning; click it to open the Email verification dialog, which shows the verdict, when it was last checked, and a Re-verify button.

For bulk verification, the fix-it queue of bad addresses, and suggested corrections, see "NeverBounce: verify email deliverability before you send".

The envelope button on a row opens that contact's email history: every synced message with them, grouped into threads, newest first, with expandable full bodies. It loads the newest 200 messages. When Microsoft 365 is connected, a "Sync now" button at the top of the panel pulls on demand.

• ＋Current ingests a message only when a counterpart address matches a known CRM contact address, OR the address's domain matches a known company email domain (the website domain, or the primary contact's domain as a fallback). Everything else is dropped in memory and never stored. Domain-only matches file onto the company, not onto a specific contact — so they show on the company record, not in this contact's history.
• ＋If Microsoft 365 isn't connected, the panel says so and links to Settings.
• ＋If the contact has no email address on file, there's nothing to match mail against — add their address to start building a history.
• ＋You see the mail synced from your own mailbox. Only sales leadership can also read history synced by other people's mailboxes — an account executive never sees a teammate's synced mail, even for a company in their own book.

For how mail gets in and how to keep a mailbox out of it, see "Which mailboxes sync to the CRM — and how to exclude one" and "How Current sends email — and why two mail paths, not one".

1. 1
   Click the sequence icon on the row

   It's the second icon in the actions column, next to the envelope. The dialog opens with this contact already fixed — the only choice is which sequence.
2. 2
   Pick an active sequence

   Only active sequences are listed, each with its step count and how many people are currently enrolled. Paused or draft sequences don't appear.
3. 3
   Click Enroll

   The first step fires within a few minutes. If the contact has no email address, Current warns you up front: email steps will pause until you add one.

If the person is already walking that sequence, Current refuses the second enrollment and tells you plainly: "That contact is already enrolled in this sequence." Unsubscribed or suppressed addresses are handled by the engine itself — see "The sequence engine: enrollment, caps, and exits".

• ＋"No contacts match these filters" — a filter is still on from a previous session. Click Reset filters.
• ＋"No contacts yet" — nothing has synced. Contacts arrive with your first PSA sync; see "Connect Autotask and choose what syncs" or "Connect ConnectWise PSA and choose what syncs".
• ＋A person you expected is missing — check Active only. Deactivated contacts are hidden by default.
• ＋"Couldn't load your contacts" — the page shows the underlying detail instead of pretending you have zero contacts. Refresh; if it persists, send that detail to support.
• ＋Every badge is the muted "not checked" pill (hover it and the tooltip says "Not verified") — NeverBounce isn't connected yet, or those addresses have simply never been checked.