> ## Documentation Index
> Fetch the complete documentation index at: https://help.leaf360.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Contacts
> Your business contacts list in Leaf360 Mortgage CRM: agents, title, insurance and other partners, with stages, bulk actions and duplicate cleanup.
Contacts is where everyone who isn't a borrower lives: real estate agents, title companies, insurance agents, attorneys, inspectors, CPAs, closing agents, and the rest of the trade. Leaf360 calls them business contacts, and each one carries a contact type, a stage, an owner, and a production history.
Open it from **Partners** under **Pipelines** in the sidebar.
This screen goes by three names, and all three are correct. The sidebar row says **Partners**, the browser tab says **Contacts**, and the heading on the page itself says **All Business Contacts**. They're all the same list.
Borrower records aren't here — you'll find those on [All People](/mortgage-crm/all-people) and in [Sales Pipeline](/mortgage-crm/sales-leads).
## The header
Next to the heading is the number of contacts your filters match. Two more numbers join it when there's something to show: **active**, counting contacts sitting in an active or top partner stage, and **volume**, adding up their loan volume. Both of those are based only on the rows on your current page, not your whole filtered list.
Three icon buttons finish the row:
| Icon | Tooltip | What it does |
| ------------------ | ------------------------- | ------------------------------ |
| Circular arrows | **Refresh contacts list** | Reloads the table |
| Person with a plus | **Add Contact** | Opens the new contact form |
| Branch | **Add Partner Pipeline** | Creates a new contact pipeline |
## Adding a contact
**Add Contact** opens the **Add New Contact** form, for adding a referral partner or business contact.
**First Name**, **Last Name**, and **Contact Type** are required, and **Loan Officer** is required whenever the form asks for it. Everything else is optional: stage, a collaborator, email, cell and work phone, company, local branch, notes, and a production section covering annual units, annual volume, buyer-side deals, seller-side deals, average sales price, years of experience, and production year.
If the person already exists, Leaf360 won't create a second record. It tells you the contact already exists, adds you to that existing record as a collaborator, and keeps you right where you are instead of opening a new record.
## Contact pipelines
**Add Partner Pipeline** opens **Create New Pipeline**. Give it a name, an optional description, an icon, and a color, and pick at least one contact type. Name and contact types are both required.
A new pipeline shows up in the sidebar under **Pipelines** as its own row, and clicking it takes you to [Partner Pipelines](/mortgage-crm/dynamic-contacts) rather than back here. Contacts stays your view over everything; a pipeline is a view over just one slice.
## Finding contacts
The **Search by name, email, or phone...** box sits at the top left and searches your whole list, not just the page you're on.
The date control offers **All Time**, **Today**, **Yesterday**, **This Week**, **Last Week**, **This Month**, **Last Month**, and **Custom Range...**, the last of which adds a **Pick range** button with a two-month calendar.
Click a column title to open a menu with **Sort** and, where the column supports it, **Filter**. What the filter offers depends on the kind of column — covered below.
The **Lead Team** control limits the list to one team member. It's a paid feature, so it won't show up at all on the free plan.
Applied column filters show up as small tags next to the search box. **Clear** drops them all, and **Save** stores the set as a smart filter. Saved sets live under **Smart Filters**, which reads **No saved filters yet.** until you've saved one.
### What each kind of column filter offers
| Column holds | Filter offers |
| --------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| A fixed set of values | A checkbox list of those values |
| Text | **is not empty**, a **contains...** box, and **is empty** |
| Numbers | **is not empty**, **greater than**, **less than**, **is empty** |
| A date | **has a date**, **last 7 days**, **last 30 days**, **last 90 days**, **is empty** |
| A last contacted date | **Never**, **In the last 24 hours**, **In the last 7 days**, **In the last 14 days**, **In the last 30 days**, **More than 7 days ago**, **More than 30 days ago**, **More than 60 days ago**, **More than 90 days ago**, **Any activity**, and a **Last \[n] days** box for your own window. Checking more than one matches any of them |
Sort labels follow the column too: **A → Z** and **Z → A** for text, **Low → High** and **High → Low** for numbers, **Oldest → Newest** and **Newest → Oldest** for dates.
## Choosing your columns
Click **Columns** to open a searchable list with a checkbox per column, plus **Show all**, **Hide all**, and **Reset** at the bottom. Drag the grip handle to reorder columns — this is turned off while you have text in the search box.
By default you'll see **Contact**, **Type**, **Stage**, **Tier**, **Assigned To**, **Email**, **Phone**, **Referrals**, **Closed**, **Volume**, and **Last Activity**, plus any custom fields your company set to show in lists.
Everything else starts turned off. That covers contact detail (work and home phone, secondary email, license number, date of birth, address, city, state, zip, county, priority, preferred contact method, fax, timezone, suffix, unit), classification (tags, specialties, territory, buy side, sell side, campaign, responded, attempts, team lead, CRM source, partner source, source, branch, pipeline, pipeline stage, created date), performance (average loan amount, performance score, account executive), communication recency (last call, last email, last text, last inbound, last outbound, last responded, direction and response type), and a large agent production section covering the last twelve months of sides, volume, loan counts by program, and the source of that data.
Your choices and the order you put them in are remembered on the computer you set them on.
## Working a row
Click a row to open the contact. **Contact** is also a link that does the same thing.
The email cell opens a message to that person, and the phone cell gives you **Call** and **Text** options. If a contact is sitting in an assignment queue, the **Assigned To** cell shows a **Claim Contact** button instead.
The **Actions** menu at the end of the row gives you **View Details**, then **Call**, **Text**, and **Email** wherever the contact has those details on file, then **Move to Stage** listing every stage but the current one, then **Archive** and **Delete**.
Right-click a row for **Contact Actions**: **Open contact**, **Open in new tab**, and **Copy contact link**.
## Acting on many contacts at once
Check rows, or the header checkbox to grab the whole page. The bar that appears offers **Select all {n} records** to extend your selection to everything your filters match.
| Action | What it does |
| ------------------- | --------------------------------------------------------------------------------------------------- |
| **Move to Stage** | Moves the selection to one of your company's contact stages |
| **Assign To** | Hands the selection to a different team member, assignment pond, or team |
| **Change Type** | Sets the contact type across the selection |
| **Bulk Email** | Opens an email to everyone selected |
| **Export** | **Export selected to Excel** or **Export all matching to Excel**, both as `.xlsx` named for the day |
| **Power Dial** | Starts calling through the selection one after another |
| **Add to Campaign** | Adds the selection to a marketing campaign |
| **Tags** | Adds, removes, or replaces tags |
| **Partner Source** | Sets or clears the partner source |
| **Merge** | Shows up once you've selected two or more rows |
| **Archive** | Sets the selection aside — archived contacts can be brought back later |
| **Delete** | Removes the selection for good |
**Archive** and **Delete** both ask you to type something first: the contact's first name if it's just one, or the word `confirmed` if it's several.
**Power Dial** and **Merge** only work on the rows Leaf360 has actually loaded, even if you used **Select all {n} records**. If you start a dial after selecting everything, Leaf360 will tell you it's starting with what's loaded. The stage, type, assignment, tag, partner source, archive, and delete actions do cover your whole selection.
## Cleaning up duplicates
**Find Duplicates** opens **Contact Duplicate Analysis**. It starts empty with **Scan your contacts to find duplicates** and a **Scan** button. Afterward, the button becomes **Rescan**, and the panel tells you how many groups and records it found.
Each group expands to show the records inside it, with the oldest one marked, and gives you three options:
* **Merge** opens the merge screen so you choose what to keep.
* **Archive Extras** keeps the oldest and archives the rest.
* **Delete Extras** keeps the oldest and deletes the rest after you confirm.
When there is nothing to find it says **No duplicates found** and **All contacts appear to be unique.**
## Pagination
**Rows per page** offers 10, 25, 50, and 100, and starts at 25. The range and total sit beside it, and the arrows step you through first, previous, next, and last.
An empty table reads **No contacts found.**
## Contacts, Partner Pipelines and All People
| Screen | Holds | Reach it from |
| --------------------- | ------------------------------------------------------------------------------------ | ------------------------------------------ |
| **Contacts** | Every business contact, in one flat list | **Partners** under **Pipelines** |
| **Partner Pipelines** | The same business contacts, narrowed to one contact pipeline and split by its stages | The pipeline's own row under **Pipelines** |
| **All People** | Lead records, which are a different thing entirely | **People** under **Pipelines** |
Contacts and [Partner Pipelines](/mortgage-crm/dynamic-contacts) share the same table and the same records, so an edit you make in one shows up in the other. What's different is the question each one answers: Contacts counts every business contact you hold, while Partner Pipelines counts only the members of the pipeline you opened — so a smaller total there is expected, not a problem.
## Common questions
Leaf360 won't create a second record for someone it already has. Instead, it links you to the existing contact as a collaborator and tells you so. Search for the person and open the record you already have.
Both are based only on the rows on your current page. The contacts count beside them is the real total for your filters.
It's a paid feature, and it's also missing if your company has no other team members loaded yet. Either way, there's no placeholder in its spot.
You can't import from this screen. Use [Import Data](/mortgage-crm/import-data), reached from the spreadsheet icon in the header, and choose **Partners**.
Check the search box, the column filter tags, the date filter, and the **Lead Team** control. Then check the archive — archived contacts drop off this list.
## Related
* [Partner Pipelines](/mortgage-crm/dynamic-contacts)
* [All People](/mortgage-crm/all-people)
* [Import Data](/mortgage-crm/import-data)
* [Partners Overview](/mortgage-crm/partners-overview)
* [Leaf360 Mortgage CRM](/mortgage-crm/overview)