# Contacts

> Search and filter your contacts, open a contact's full history, edit their details, add a contact by hand, mark Do Not Call, and turn search results into a list.

- Section: Using the app (manual) › Contacts & lists
- Web page: https://docs.biglysales.com/manual/contacts
- Video: placeholder — "Finding and managing contacts" (not yet recorded)

A **contact** is one person you call, text or email. The **Contacts** page lets you search every contact in your account, and each contact has its own page showing their details, tags, Do Not Call status and full call, text and email history.

## Before you start

- Contacts usually come from an [import](https://docs.biglysales.com/manual/importing-contacts.md), an [integration](https://docs.biglysales.com/manual/integrations.md) or [leads sent in by webhook](https://docs.biglysales.com/manual/lead-webhooks.md). You can also add one by hand (below).
- Your role controls what you can see and change. Some roles hide certain fields, such as email or phone. See [Team members](https://docs.biglysales.com/manual/team-members.md).

## Search for contacts

1. Click **Contacts** in the top navigation. The **Contacts Advance Searches** page opens.
2. Fill in one or more filters. Which filters you see depends on your account. Common ones are name, email, phone, company, title, location and tags, plus any [custom attributes](https://docs.biglysales.com/manual/custom-attributes.md) set up as search filters.
3. Click **Search**.
4. Click **Reset** to clear every filter.

Text filters match the **start** of a value. Searching `Jo` finds "John" and "Jones", but not "Major". Range filters have a minimum and a maximum, and date filters have a from and a to date.

The results table shows **Name**, **Company**, **Address**, **Email**, **Phone**, **Tags** and **Created On**. Your filters are kept in the page address, so you can bookmark a search or send the link to a teammate.

> [Screenshot placeholder: Contacts search — The Contacts Advance Searches page with a few filters filled in, the Create List from All Results, Reset and Search buttons, and the results table below.]

## Create a list from your search results

1. Run a search.
2. Click **Create List from All Results**.
3. Enter a **List Name**.
4. Optionally enter a **Tag**. If you do, every contact in the new list gets that tag.
5. Click **Create List**.

The list is built in the background, and you're notified when it's ready. It then appears on the [Lists](https://docs.biglysales.com/manual/lists.md) page.

## Open a contact

Click a contact's name in the results. The contact page shows:

- **The header**: name, company and title, email, phone, address, time zone and where the contact came from (**Source**).
- **Tags** and **DNC**: the contact's tags, and whether calls, texts and emails are blocked (**Call**, **Text**, **Email**: **Yes** or **No**).
- **Custom attributes**: every other field stored on the contact.
- **Calls**: each call with its outcome and a **Transcript** link.
- **SMS** and **Emails**: the contact's message history.

Click **← Contacts** to go back to your search.

> [Screenshot placeholder: Contact page — A contact page with the header (name, email, phone, address, timezone, source, Edit button), the Tags and DNC band, the Custom attributes list, the Calls panel and the SMS and Emails panels side by side.]

## Edit a contact

1. On the contact page, click **Edit**.
2. Change any field: **First name**, **Last name**, **Email**, **Phone number**, **Company**, **Title**, address fields, **Timezone**, **Linked in**, **website url**, **Value** and the lead-consent tokens (**Trusted Form Token**, **Jornaya Token**).
3. Use **Other Emails** and **Other Phone numbers** to add extra addresses and numbers. Click **+ Add** in each.
4. Add tags with **+ Add tag**.
5. Open **Additional Attributes** to fill in custom fields.
6. Click **Update**.

## Add a contact by hand

1. Click the **+** button in the top bar, then **New Contact**.
2. Fill in the fields as above.
3. Click **Save**.

To add many contacts at once, [import a spreadsheet](https://docs.biglysales.com/manual/importing-contacts.md) instead.

## Mark a contact Do Not Call, Text or Email

You set Do Not Call status from a conversation in the [Inbox](https://docs.biglysales.com/manual/inbox.md).

1. Open a conversation with the contact.
2. Click **DNC**.
3. Switch on **Do not call**, **Do not text** or **Do not email** as needed. Each switch shows **Calls allowed**, **Texts allowed** or **Emails allowed** when it's off.
4. Click **Update**.

Bigly won't call, text or email the contact through the blocked channels. To mark a whole list, use **Mark DNC** on the list. See [Lists](https://docs.biglysales.com/manual/lists.md) and the [Compliance overview](https://docs.biglysales.com/manual/compliance-overview.md).

## Common questions

**I imported someone twice. Do I have two contacts?** Usually not. Bigly matches imported rows to existing contacts by email or phone and updates the existing contact. See [Importing contacts](https://docs.biglysales.com/manual/importing-contacts.md).

**Can I delete a contact?** Yes, from the list it belongs to: open the list and click **Delete** on the contact's row. See [Lists](https://docs.biglysales.com/manual/lists.md).

**Why can't I see a contact's phone number?** Your role may hide it. Ask an admin.

## Related

- [Importing contacts](https://docs.biglysales.com/manual/importing-contacts.md)
- [Lists](https://docs.biglysales.com/manual/lists.md)
- [Tags](https://docs.biglysales.com/manual/tags.md)
- [Custom attributes](https://docs.biglysales.com/manual/custom-attributes.md)
- [Archived contacts](https://docs.biglysales.com/manual/archived-contacts.md)

---

All documentation pages: https://docs.biglysales.com/llms.txt