Overview
What Are Contacts?
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.
Data Entry
Creating Contacts
Manual Entry
Click New Contact from the Contacts list. Fill in the following fields:Import from CSV
Click Import in the CRM sidebar — it has an arrow icon, and if your sidebar is collapsed you’ll only see the icon. You can also start from the Contacts page, using the outlined arrow button next to the orange Add button.Click the box with the dashed border that says Click to select a file, and pick your spreadsheet. Excel (.xlsx) and CSV both work, so use the file you already have — there’s no template to fill in first. ParsaLink matches your columns to contact fields and shows you a preview before anything is imported.For the full walkthrough, see Import & Export, or watch the video: importing contacts from a spreadsheet.Add someone from a business card or screenshot
In the Parsa chat. Open Parsa, tap the paperclip, and pick a photo of the card, or take one. A screenshot works too: a contact on your phone, an email signature, or a profile page. Then say “add this person”. Parsa reads the name, title, company, email and phone, adds the contact, and shows you what it saved so you can check it. If it can’t make out a full name, it tells you, and you can type the name or try a clearer photo.With the importer. On the CRM Dashboard, click Upload from image/file, or click Import in the sidebar. Choose the photo, check the details ParsaLink read, and import.Prefer to watch? Video: adding contacts from business cards. Short on time? Video: business cards, the quick version.
Pipeline
Contact Stages Pipeline
Contacts move through stages that reflect where they are in your relationship:
Update a contact’s stage by opening their record and clicking the stage badge, or use automations to update stages based on activity.
Record View
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.
Search & Filters
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.
Data Hygiene
Merging Duplicate Contacts
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.