Contacts

The Lead column shows which contacts were captured as leads, where the lead came from, and when it was captured. Leads only works in the list and board. The lead-source menu can show Facebook forms, AI chat, collection gates or manual leads. The captured-lead flag stays with a contact as it moves through your sales stages.

Lists every contact with their main details: name, phone, email, channels they use, tags, last seen, and total conversations. Click any row to open the full contact profile.

Click Columns in the top bar to tick the details you want to see and untick the ones you don't. Contacted, Assigned To and Queued Call start off — turn them on any time. You can also drag the edge of a column header to make it wider or narrower, and use the small arrows on the left and right of the table to slide across to columns that don't fit on screen. Your choices are remembered on this device.

Track anything specific to your business on every contact — membership tier, referral source, preferred stylist. Give the property a name, pick what kind of information it holds (text, a number, a date, a yes/no, or a list to pick from), and it becomes an optional column in your contacts table, a field on every contact page, and a target you can map a spreadsheet column onto when importing. You can also let your AI assistant collect a property in chats and calls, or keep it manual — that switch is per property, so sensitive fields stay in your hands.

Find contacts by name, phone, email, or any word in their tags.

Narrow the list by channel, tag, assigned team member, created date, and whether they are a lead, customer, or subscriber.

Select multiple contacts with the checkboxes to tag, untag, assign, export, or delete them all at once.

Upload a CSV of contacts — useful when onboarding from another system. The importer helps you map columns (name, phone, email, tags).

Anyone added by uploading a file on a campaign carries a "Campaign" tag next to their name, and a "Marketing campaign contact" property on their record. You can filter the list by that property to see everyone who arrived this way. Open any contact and the Campaigns tab shows every campaign they have been part of; turn on the "Last Campaign" column to see the most recent one they were sent.

Download all contacts or your current filtered list as an Excel file (the default) or a CSV for Google Sheets, Excel, or another CRM. Excel keeps names with special letters like ş, ğ or İ intact. Pick a "File language" to get the column names in any of the app's 10 languages. Tick "Include conversation history" to add a second file with every chat, or leave it off for a quick contacts-only export. Choose "Email a download link" to send the files to yourself, the workspace owner or a teammate instead of downloading (links work for 7 days). Big lists take a little while: a small card in the bottom-right corner shows how many contacts are ready while you keep using the app.

If the same customer appears twice (maybe they messaged from WhatsApp and Instagram with different names), merge their profiles so the history combines into one.

When a customer moves between channels, Entagl can connect their accounts after a secure handoff or your team’s confirmation. A matching phone number, email or username alone is only a suggestion. Review the suggested contacts before joining them. Private conversation history is used only after identity is confirmed.

Click any contact to see their complete profile: all past conversations, orders, appointments, notes, tags, and custom fields. Edit any field from this page.

Everything written about this customer in one list: notes your AI recorded during a chat, notes your team added by hand, and notes written on their bookings and orders. Each one shows who wrote it and which record it came from.