Contacts are qualified individuals in your CRM — people you’ve spoken with, prospects you’re actively pursuing, or customers you’re serving. Unlike leads, contacts have been vetted and are part of your active sales or customer relationship workflow.
Contacts are typically linked to an Account (the company they work for), though a contact can exist without an account for independent consultants or individual clients.
Manual Entry
Click New Contact from the Contacts list. Fill in the following fields:
| Field | Description |
|---|
| First / Last Name | Required |
| Email | Primary email address |
| Phone | Mobile or office number |
| Account | The company this person works for |
| Title / Role | Their job title |
| Stage | Where they are in your pipeline |
| Assigned To | The team member responsible |
| Tags | Free-form labels for filtering |
| Notes | Internal notes visible only to your team |
Import from CSV
Click Import at the top of the Contacts page. Download the sample CSV template, fill in your data, and upload the file. ParsaLink will map columns to contact fields and show you a preview before importing. Duplicate detection is based on email address.
Scan a Business Card
From the New Contact screen, click Scan Business Card. Use your device camera to photograph a business card and ParsaLink will extract the name, email, phone, and company information automatically using AI.
Import from Image
If you have a screenshot or photo of a contact’s profile (e.g., a LinkedIn screenshot), use Upload Image on the New Contact screen. The AI will attempt to parse the relevant fields from the image.
Contacts move through stages that reflect where they are in your relationship:
| Stage | Meaning |
|---|
| New | Just added, no outreach yet |
| Contacted | Reached out, awaiting response |
| Engaged | Actively communicating |
| Proposal Sent | A proposal has been delivered |
| Negotiation | In active deal discussion |
| Customer | Closed and onboarded |
| Inactive | No longer engaged |
Contact Detail Page
Opening a contact record shows a full view of their history and linked data:
- Header — Name, title, account link, email, phone, stage badge, and assigned user.
- Activity Timeline — A chronological feed of emails sent, calls logged, notes added, and stage changes.
- Notes — Rich-text notes visible to all team members.
- Tasks — Tasks linked to this contact with due dates and assignees.
- Opportunities — Any deals associated with this contact.
- Cases — Support tickets linked to this contact.
- Call Log — If Twilio is connected, all inbound and outbound calls are logged here with duration and recording links.
- Email History — All emails sent to this contact from ParsaLink, with open and click tracking.
Searching and Filtering
The Contacts list supports:
- Full-text search — Search by name, email, phone, or company.
- Stage filter — Show only contacts in specific stages.
- Assigned to filter — View contacts owned by a specific team member.
- Tag filter — Filter by one or more tags.
- Date range — Filter by when the contact was created or last modified.
- Account filter — Show all contacts from a specific account.
Save frequently used filter combinations as Saved Views by clicking Save View after applying filters.
If the same person appears more than once in your CRM:
- Open one of the duplicate contact records.
- Click Actions → Merge Duplicate.
- Search for the duplicate record and select it.
- Review the merged field preview — you can choose which value to keep for each field.
- Click Merge. The winning record retains all activities, notes, tasks, and linked opportunities from both records. The duplicate is deleted.
Merging contacts is permanent. The duplicate record and its ID will be deleted. Make sure you’re merging the correct records before confirming.
