# How to manage contacts

> Add and edit contacts, find them with search and filters, change many at once with bulk actions, assign an owner, and delete or erase a contact.

Product: Kelune CRM Cloud (hosted by us). Page: https://kelunecrm.com/docs/cloud/contacts/manage-contacts

Contacts are the people you email. Each contact has an email address, a status, and any lists, tags, notes, and custom fields you give them. This guide covers the **Contacts** page and a contact's profile.

To bring in many contacts at once, see [How to import contacts](https://kelunecrm.com/docs/cloud/getting-started/import-contacts).

## Find your contacts

Click **Contacts** in the sidebar. The **All contacts** tab lists every contact with their lists, tags, and status.

![The Contacts page with the search box, filters and a table of contacts with their lists, tags and status](https://kelunecrm.com/images/docs/cloud/contacts/manage-contacts/contacts.webp)

- Type in **Search contacts...** to find a contact by name or email.
- Click **Filters** to narrow the table by **Status**, **Lists**, **Tags**, **Assigned to**, or **Created by**.
- Click **Sort** to change the order, and **Columns** to choose which columns show.

The count at the top right, such as "2,400 / 100,000", shows how many contacts you have and how many your plan allows.

## Add a contact

1. On **Contacts**, click **Create contact**.
2. Enter the **Email**. It is the only field required by default.
3. Fill in any other fields, such as **First name**, **Last name**, **Phone**, and **Company**.
4. Choose a **Status**. New contacts are **Active** unless you choose otherwise.
5. Add the contact to **Lists** and **Tags** if you like.
6. Click **Create**.

![The Create contact drawer with name, email, phone, company, address, status, lists, tags and note fields](https://kelunecrm.com/images/docs/cloud/contacts/manage-contacts/create-contact.webp)

Your [custom fields](https://kelunecrm.com/docs/cloud/contacts/custom-fields) appear under **Custom fields** at the bottom of the same form.

> **Note:**
>
> Choosing **Pending** sends the contact a confirmation email. They become **Active** when they click the link in it. See [How to set up double opt-in](https://kelunecrm.com/docs/cloud/contacts/double-opt-in).

## Contact statuses

| Status | What it means |
| --- | --- |
| **Active** | Receives campaigns, sequences, and automation email |
| **Pending** | Has not confirmed their subscription yet. Gets no marketing email |
| **Unsubscribed** | Opted out. Gets no marketing email |
| **Bounced** | Email to this address bounced. Gets no more email |
| **Complained** | Marked an email as spam. Gets no more email |

Kelune CRM Cloud sets **Unsubscribed**, **Bounced**, and **Complained** for you when a contact unsubscribes or your provider reports a bounce or complaint.

## Open a contact

- Click the eye button (**Quick view**) in a row to see the contact in a side panel without leaving the list.
- Click the pencil button (**Quick edit**) to change their details.
- Click the contact's name to open their full profile.

The profile shows the contact's details, status, lists, and tags at the top, with emails sent, open rate, and click rate. Use the arrows at the top right to move to the previous or next contact.

![A contact profile with the status, lists and tags, and the Overview, Activity, Notes, Emails, Automations and Sequences tabs](https://kelunecrm.com/images/docs/cloud/contacts/manage-contacts/profile.webp)

| Tab | What it shows |
| --- | --- |
| **Overview** | **Contact details**, **Address**, custom fields, and **Subscription** |
| **Activity** | Every email open, click, smart link click, and automation step. See [How to use notes and the activity timeline](https://kelunecrm.com/docs/cloud/contacts/notes-and-activity) |
| **Notes** | Notes your team wrote about the contact |
| **Emails** | Every email sent to the contact, with its status |
| **Automations** | Automations the contact is in, and where they are |
| **Sequences** | Sequences the contact is enrolled in |

To change the status, click the status tag next to **Status** and choose another. To add a list or tag, click **Add** on that row.

## Change many contacts at once

1. On **Contacts**, select the checkbox of each contact you want to change.
2. Open **Bulk actions** and choose what to do.
3. Pick the tags, lists, status, member, or sequence the action needs.
4. Click **Confirm**.

![Three contacts selected, with the Bulk actions menu open](https://kelunecrm.com/images/docs/cloud/contacts/manage-contacts/bulk-actions.webp)

| Bulk action | What it does |
| --- | --- |
| **Add tags** / **Remove tags** | Adds or removes the tags you choose |
| **Add to lists** / **Remove from lists** | Adds the contacts to lists, or takes them out |
| **Update status** | Sets one status for every selected contact |
| **Assign to** | Makes one member responsible for the contacts |
| **Add to sequence** / **Remove from sequence** | Starts or stops a sequence for them. See [How to build email sequences](https://kelunecrm.com/docs/cloud/email-campaigns/email-sequences) |
| **Delete** | Deletes the selected contacts |

## Delete or erase a contact

A contact's **More actions** menu (the three dots on the profile) has two ways to remove them:

- **Delete** removes the contact. The same address can be added again later.
- **Erase permanently** also removes their notes, activity, and automation history, removes their address from past email logs and campaign sends, and blocks the address in the workspace. No one can add it again by hand, by import, or through a webhook.

To erase, type the contact's email address to confirm, then click **Erase permanently**.

![The Erase this contact permanently window asking you to type the email address to confirm](https://kelunecrm.com/images/docs/cloud/contacts/manage-contacts/erase.webp)

> **Danger:**
>
> Erasing cannot be undone. Use it when a person asks you to delete their data. To keep their history but stop emailing them, set their status to **Unsubscribed** instead.

The same menu has **Download data (GDPR)**, which downloads what the workspace stores about the contact, for a data access request.

## Common questions

**Why can't I save a contact?** A required field is empty, or another contact already has the same value in a unique field. See [contact rules](https://kelunecrm.com/docs/cloud/getting-started/general-settings#set-contact-rules).

**Why is Create contact unavailable?** Your plan's contact limit is reached, or your role cannot create contacts.

**Can I subscribe an unsubscribed contact again?** Yes, by changing their status, but only do it if they asked you to. The app asks you to confirm.

## Where to go next

- [How to organize contacts with lists and tags](https://kelunecrm.com/docs/cloud/contacts/lists-and-tags)
- [How to build segments](https://kelunecrm.com/docs/cloud/contacts/segments)
- [How to use notes and the activity timeline](https://kelunecrm.com/docs/cloud/contacts/notes-and-activity)