How do teams run contacts?
Three habits that compound: capture everything, segment before you send, and read the timeline before you reply.
On this page
Capture everything
Import your existing list once, then let forms and flows keep it growing.
Define custom fields for the three facts you always wish you knew.
Merge duplicates when you spot them; timelines combine safely.
Segment before you send
Label by lifecycle: lead, customer, champion.
Save the filters you use twice; the third use is one click.
Respect email status: the system already does.
Read before you reply
The timeline shows what they opened, clicked, and said.
Notes with @mentions brief the teammate who answers.
Ask Pilot to summarize a long history into next steps.