Source: https://www.revvly.ai/docs/concepts/contact CRM # Contact A person at a customer or company — the human you actually talk to. ## Overview A Contact is an individual at an organization — a name, email, phone, and labels. Contacts hang off a Client or a Company, and one is marked primary. Each contact carries its own relationship stage independent of the organization's, so a contact can be Disqualified at a company that is otherwise a Client. Beyond the basics they hold an owner, a source, secondary email addresses, and a marketing-email consent state — Subscribed, Unsubscribed, or Bounced — so you always know who you're allowed to email. Contact email addresses are unique across your workspace: adding one that already exists surfaces the existing contact rather than creating a duplicate. A spreadsheet import creates or matches companies and lands people on the right record in one pass; on a client, the Contacts tab also suggests people at the same domain — unassigned contacts, and addresses that appear in email traffic — so you can add the rest of a company's people without typing their addresses. Notes, documents, and logged emails can all be attached to a specific contact. ## How it connects This concept highlighted in context. Click a peer to navigate. Related Client Contact Related Lead - Belongs to one Organization (Client or Company) - Can be the primary contact on a Lead - Can be imported from a spreadsheet alongside companies - Suggested from the same email domain on a client Contacts tab - Carries its own Notes, Documents, and Emails ## Key fields What you’ll see when creating or editing a Contact. - **Name + email**: Plus optional phone and secondary emails - **Organization**: The company they belong to - **Primary**: One primary contact per organization - **Lifecycle stage**: Prospect / In conversation / Client / Disqualified — independent of the org - **Email consent**: Subscribed / Unsubscribed / Bounced - **Owner**: The rep who owns the relationship - **Source**: How the contact entered the system - **Labels**: Free-form tags ## Example Dana Rivera · Acme Role Primary contact Consent Subscribed Stage Client