> ## Documentation Index
> Fetch the complete documentation index at: https://help-agent.gorevora.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Contacts
> View, search, filter, and import your leads.
The **Contacts** section is where all your leads live. Every person the AI has ever texted, every lead you've imported, and every person who filled out a form — they're all here.
***
## How to View Your Contacts
1. Click **Contacts** in the left sidebar
2. You'll see a list of all your contacts
3. Each row shows: name, phone number, email, tags, and when they were added
Click on any contact to see their full profile — including their conversation history, pipeline stage, and any notes.
***
## Searching and Filtering Contacts
### Quick Search
Use the **search bar** at the top to find someone fast:
* Type their **name** (first or last)
* Type their **phone number**
* Type their **email**
### Advanced Filters
Need to find a specific group of contacts? Use filters:
1. Click the **filter icon** (funnel icon) next to the search bar
2. Choose what to filter by:
* **Tags** — Find all contacts with a specific tag (like "Hot Lead" or "Grade A")
* **Pipeline Stage** — Find contacts at a certain stage in your pipeline
* **Date Added** — Find contacts added during a specific time period
* **DND Status** — Find contacts who opted out of messaging
3. Click **Apply**
> **Tip:** Save filters you use often. This makes it easy to check on specific groups of leads without rebuilding the filter every time.
***
## Understanding Contact Fields
When you open a contact, you'll see lots of fields. Here are the important ones:
| Field | What It Means |
| -------------- | ------------------------------------------------------------------- |
| **Name** | The lead's first and last name |
| **Phone** | Their phone number (this is where texts go) |
| **Email** | Their email address (if you have it) |
| **Tags** | Labels added to organize contacts (like "Grade A" or "Seller Lead") |
| **Pipeline** | Which pipeline they're in and what stage they're at |
| **DND** | "Do Not Disturb" — if this is ON, the system will not message them |
| **Source** | Where this contact came from (import, form, etc.) |
| **Date Added** | When this contact was added to your system |
### Custom Fields
Your Revora system also has special fields that get filled in automatically:
| Custom Field | What It Shows |
| --------------- | -------------------------------------------- |
| **Lead Score** | A number showing how interested this lead is |
| **Lead Tier** | Hot, Warm, Nurture, or Cold |
| **Origin Date** | The date this lead was first contacted |
***
## Importing Leads via CSV
This is how you add a batch of leads to your system at once. If you have a list from Skip Tracing, a lead provider, or a spreadsheet — this is how you get them in.
### How to Format Your CSV File
Your CSV file needs to have columns for the information you want to import. At minimum, you need:
* **Phone** (required — this is how the AI texts them)
* **First Name** (strongly recommended)
* **Last Name** (strongly recommended)
* **Email** (optional but helpful)
* **Address** (optional — useful for property-based leads)
**Example CSV layout:**
```
First Name, Last Name, Phone, Email, Address
John, Smith, 5551234567, john@email.com, 123 Main St Dallas TX
Jane, Doe, 5559876543, jane@email.com, 456 Oak Ave Houston TX
```
### Important CSV Rules
* File must be under **30 MB**
* Only **one sheet** (no multiple tabs)
* Phone numbers should be **10 digits** (no dashes, no parentheses, no country code)
* Make sure there are **no extra spaces** in phone numbers
* Remove any **duplicate phone numbers** before importing
### Step-by-Step Import
1. Click **Contacts** in the left sidebar
2. Click the **Import** button (top right area)
3. Click **Upload CSV**
4. Select your file from your computer
5. **Map your fields:**
* The system will try to match your CSV columns to the right fields automatically
* Check each mapping to make sure it's correct
* **Phone** should map to → Phone
* **First Name** should map to → First Name
* **Last Name** should map to → Last Name
* If a column doesn't apply, select **"Don't Map"**
6. Choose import options:
* **Create new records** — Adds new contacts for numbers not already in the system
* **Update existing records** — Updates info for contacts that already exist
* **Both** (recommended) — Does both
7. Check the box for **"Don't update empty values"** — This prevents blank fields in your CSV from erasing data that's already in the system
8. Click **Import**
9. Wait for the import to finish — you can check progress in **Bulk Actions**
### After Importing
* Your new contacts will appear in the Contacts list
* If you have automations set up, the AI will start reaching out to these contacts automatically
* Check the **Conversations** tab after a few minutes to see the AI in action
### Common Import Errors and Fixes
| Error | How to Fix |
| ------------------------ | ---------------------------------------------------------------------------------------------- |
| "Invalid phone number" | Remove dashes, spaces, and country codes. Use 10-digit format only (5551234567) |
| "Duplicate contact" | The system already has this phone number. Choose "Update existing" if you want to add new info |
| "File too large" | Split your CSV into smaller files (under 30 MB each) |
| "Column not mapped" | Go back to the mapping step and match each column to the right field |
| "Import stuck or failed" | Go to Bulk Actions to download the error log. Fix the issues and try again |
**Video: Importing Leads** — A walkthrough video will be added here soon.
***
## Adding a Single Contact Manually
If you want to add just one person:
1. Click **Contacts** in the left sidebar
2. Click the **+ Add Contact** button (top right)
3. Fill in their info:
* First Name
* Last Name
* Phone Number
* Email (optional)
4. Click **Save**
The new contact will be added and the AI can start reaching out to them based on your automation settings.
**Video: Managing Contacts** — A walkthrough video will be added here soon.