Contacts
Summary
Breakdown by category
Opportunity pipeline
A single open opportunity per contact - not a full deal pipeline. Open pipeline value counts Lead + Quoted only.
Contacts by category
Interactions logged over time
Follow-up reminders
Contacts with a "next contact due" date that's overdue or coming up within 7 days.
Upcoming dates
Birthdays/anniversaries due in the next 30 days.
Not contacted in a while
Contacts with no interaction logged and no "last contacted" date set within the last 90 days.
Open follow-up tasks
All open to-do items across every contact, soonest due date first - overdue tasks are flagged. Manage tasks from a contact's detail drawer.
Possible duplicates
Contacts that share a normalized email, phone number, or an exact (case-insensitive) name match. Nothing is merged automatically - review and deal with these manually.
CSV
Plain-text and spreadsheet-compatible - the most portable option.
Excel
A real .xlsx workbook, ready to open straight in Excel or Google Sheets - and importable back in, as long as the header row matches what was exported.
Standalone HTML
A single self-contained file, grouped by category - a shareable, read-only snapshot of your directory, no app or login needed to open it.