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Contacts

Search, filter, save views, import/export with column search and dupe warnings, add contacts, assign owners/reps, add tags, change status, and run bulk actions across a client's contact list.

Overview

The Contacts / Manage page is where you search, filter, import, export, and manage every contact in a client's pool. The CSV import mapper now supports 35+ fields including Zoom ID, Other Phone, Sales Rep, and Sales Development Rep — alongside street addresses, company details, tags, contact owner, notes, and follow-up dates. Column search helps navigate wide exports, duplicate-email warnings prevent surprises, and the unified ImportResultSummary shows everything that happened on import at a glance.

How to use this page

1
Search and filter contacts
Use the search bar and filter dropdowns above the table to narrow contacts by name, email, company, title, phone, contact status, current campaign, tags, list names, contact owner, sales rep, sales development rep, and more. Saved views let you bookmark filter combinations for quick access.
2
Import contacts from CSV
Click Import CSV to open the column mapper. Upload your file and the system auto-maps column headers to SalesHive fields using smart rules. The mapper supports 35+ import fields including Zoom ID, Other Phone, Sales Rep, and Sales Development Rep — plus street addresses, company details, tags, list names, and contact owner. Use the column search box to filter through large exports. A duplicate-email warning shows how many rows share an email and will merge on import.
3
Review import results
After importing, the unified ImportResultSummary shows per-batch counts: contacts created, updated, enrolled in a campaign, reassigned (owner change), blocklisted-skipped, already-in-another-campaign skipped, notes imported, and follow-up dates imported.
4
Bulk actions on contacts
Check individual contacts or use Select all matching to select the full filtered set. The bulk action bar lets you update status, add to a campaign, assign a contact owner, add tags, or delete the selected contacts.
5
Add contacts manually
Click Add Contact to open a form for entering a single contact's details. All import fields are available including Zoom ID, phone numbers, social links, and custom fields.

What the buttons do

Import CSV: Open the CSV import mapper with column search, duplicate-email warnings, and support for 35+ fields including Zoom ID, Other Phone, Sales Rep, Sales Development Rep, street addresses, tags, list names, and contact owner.
Export CSV: Download the current filtered contact list as a CSV file.
Add Contact: Open the form to manually add a single contact.
Column search (mapper): In the CSV mapper, a search box filters columns by header name or mapped field name. Helps when importing files with dozens or hundreds of columns.
Duplicate-email warning: Before importing, shows how many rows share an email address and will merge into unique contacts. No data is lost; rows with the same email merge into one contact.
ImportResultSummary: After import, shows a unified results block: created, updated, enrolled, reassigned, blocklisted, already-in-campaign, notes, and follow-up dates imported.
Bulk action bar: Appears when contacts are selected. Options: update status, add to campaign, assign owner, add tags, or delete.
Saved views: Save filter combinations as named views for quick access later. Manage saved views from the filter bar.

Common questions

What new import fields are available?

The import now supports Zoom ID (zoomInfoContactId), Other Phone, Sales Rep, and Sales Development Rep alongside all previous fields. Sales Rep and SDR work like Contact Owner: map a CSV column with an email or name, and the system resolves it to a SalesHive user. Other Phone adds a dialable number to the contact's additional phones list. Zoom ID stores an existing ZoomInfo contact ID for cross-referencing. Over 35 fields are available in the mapper.

How does the CSV column search work?

In the import mapper, a search box filters your CSV columns as you type. It matches both the column header name and the mapped SalesHive field name. When no columns match, it shows a No columns match message. The box appears when there are more than 8 columns.

What happens to duplicate emails on import?

The mapper shows a warning with the count of duplicate-email rows and how many unique contacts they will merge into. On import, rows with the same email merge into one contact.

How do I assign a contact owner, sales rep, or SDR during import?

In the CSV mapper, map a column to Contact Owner, Sales Rep, or Sales Development Rep. Each accepts an email address or exact name and resolves it to a SalesHive user for the current deal. The dropdown shows available users. Use separate columns if you want to assign different people to each role.

What does the ImportResultSummary show?

A unified results component showing: contacts created, updated, enrolled in a campaign, reassigned (owner change), blocklisted-skipped, already-in-another-campaign skipped, notes imported, and follow-up dates imported.

How do I act on many contacts at once?

Check the contacts you want (or use Select all matching), then use the bulk action bar to update status, add to a campaign, assign an owner, add tags, or delete them.

Can I import contacts with notes and follow-up dates?

Yes. The import mapper has fields for Notes and Follow Up Date. Map them in the CSV mapper and both will be populated on import.

What is the Other Phone field?

Other Phone adds an extra phone number to the contact's additional phones list. It is deduped against existing numbers by digit string, so a duplicate will not be added. The dialer can use this number for calls, making it useful for contacts with a second line or home office number.

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