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

Contacts is the people layer of the Current CRM. Open it from the sidebar under Partners → 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 Partners → 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
   Narrow by the kind of company they work for

   Company type and Company classification are multi-selects: tick Prospect, or tick two classifications, and the directory keeps only the people at companies carrying one of them. Both read the same lists as the Companies directory, so the two screens always offer the same vocabulary.
7. 7
   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 contact page. The company name in the Company column still opens the company record, so both are one click away. Tags render as coloured chips beside the name — the first two, then a "+n" marker you can hover to see the rest.

The question sales actually asks here is rarely about the person. It is "who do I know at the kind of company I'm targeting", and the filter bar answers it. Alongside Company type and Company classification sit two more controls that read the company behind each name.

• ＋Open deal keeps the people at companies with a deal still in play, or only the ones without. An open deal is any deal before won or lost, in any pipeline.
• ＋Company fields opens the same condition builder Companies has, over the fields your workspace defined — EBITDA, annual revenue, headcount, and the rest. Choose a field, choose a condition, type the value, and stack up to eight.
• ＋The conditions read the way the field does: Over, Under, Equals and Is not on a number or a money field, Contains on text, After, Before and On for a date, and Has a value or Is empty on any of them.
• ＋They are labelled "Company" on purpose. Every one of them is a property of the account, not of the person, so a contact matches when their company does.

All four filter in the database across every contact matching the rest of your filters, so the count and your sort still hold when you press Show more, and a saved view brings them back with everything else. They pair with a Tag filter one at a time rather than together: the tag path reads a different index, so while a tag is set these controls switch off and say so. Clear the tag and they come back.

Open Columns at the right of the filter bar to untick anything you never read, move the rest into the order you work in, and keep the first column or two in view while the rest scroll sideways. Every change lands as you make it. The name column and the row's action buttons are always shown. Once the list looks the way you want it, choose "Save view…" to keep the filters, the arrangement, and your sort under a name you can click back to, or hand to a teammate. Export CSV sends the rows you have loaded, in the columns you can see.

There are more columns here than the table starts with: Mobile phone, Email health, Created, Last activity, City, and State. They begin switched off, so a table you never touched looks the way it always has. Last activity and the City and State pair come from the contact's company — Last activity says "(company)" in its header for that reason, since it's the company's most recent activity, ticket, or synced email, worked out overnight rather than a record of when you last spoke to this person.

Click any column header to sort by it, and click again to flip the direction. The sorting happens in the database across every contact matching your filters — not just the ones your browser has loaded — so the order still holds after you press Show more. Contacts with nothing in the column you sorted by go to the bottom either way, so sorting by Title doesn't open on a screen of blanks.

Name, Company, Title, Email, Phone, Primary, Active, Email health, Created, Last activity, City, and State all sort. Sorting by Phone uses whichever number the Phone column shows, so the separate Mobile phone column doesn't sort on its own.

Every contact has a page of its own. Click a name in Contacts, or a name in a list's members table, and you land on that person rather than on the company they work for. It's the place to look before you pick up the phone.

The + Tag button in the header opens the workspace's tag list: search it, and click a tag to flip it on or off. The change applies as you click, the chips update in the header and in the directory, and the tag is immediately a filter in the directory's Tag dropdown and a stackable condition in campaign, sequence, and list audiences. Tagging follows the company edit rule: account executives tag people at accounts in their own book, sales leadership tags anyone, and a tag you can't apply says why instead of appearing to work. The tag list itself is curated — sales managers and admins create new tags from the New tag row at the bottom of the picker, and everyone else picks from what exists. Companies tag the same way from the company record's header; see "The company record: your single view of every account".

Follow up in the action row books a to-do about this contact — the same dialog the company record uses, with the person and their company both filled in. Give it a title, a due date, and optionally hand it to a teammate. Unlike Email, Verify email and Enroll in sequence, it needs no address on file, so it works for someone you only have a phone number for.

The follow-up lands in the To-dos panel on My Day carrying the contact's name, and clicking that name brings you back here. So does the reminder when it fires. It syncs to your own Microsoft To Do like every other Current to-do — see "Microsoft To Do two-way sync: your to-dos and project tasks".

Edit opens their first and last name, title, email, phone, and mobile, plus switches for primary contact, billing contact, and active. Only what you actually changed is saved. Account executives, sales managers, and tenant admins can edit; the database enforces that, not the button.

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. The same dialog opens from Verify email on a contact's own page.

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 company's most common contact domain as a fallback — one contact on a real business domain is enough). 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: "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.