# Contacts and your pipeline

Find contacts, switch between the table and Kanban, and see which relationships need attention.

Canonical: https://docs.lead-knight.com/en/contacts/overview/

## What this area is for

**Contacts** brings together a person's details, deal stage, notes, tasks, communications and meetings. Open a row or card to work in the contact panel without leaving the list. Contacts and audience members are different: an audience is a list for reaching people together, not automatically a CRM record.

## Find the people you need

1. Open **Contacts** from the navigation. The heading shows the contact count for the current workspace.
2. Use **Search by name or phone** to narrow the list.
3. In a team workspace, choose **All** or **Mine**. Access permissions still apply; **All** does not bypass another person's privacy settings.
4. Choose **Needs attention** to focus on contacts with signals such as **Awaiting first reply**, **Upcoming task overdue**, **Idle** or **No upcoming task**. The attention bar also reports pending requests and other relevant issues.
5. Switch between **Table** and **Kanban**. On a phone, the table option presents contact cards. Kanban groups contacts by their configured stage; scroll sideways to see more stages.
6. Open a contact to inspect its details and choose your next action.

In Nadlanite, **Buyer** and **Seller** filters and an **Exclusivity ending** filter also appear. Team attention can include **Owner left the team**; that filter is not the same as your ordinary personal list.

## Work with the table

The table is grouped by stage, and stage groups can be collapsed. Click a sortable heading, such as **Contact**, **Upcoming task** or **Last contact**, to sort ascending; click again for descending and once more to clear the sort. Empty or hidden values stay at the end in either direction.

Scroll sideways when the table has more columns than fit on-screen. The contact column stays visible as you browse the other fields. Use controls inside a cell for their specific action; click the record itself to open the full contact panel. Workspace-configured custom columns can also appear, so two workspaces need not have identical tables.

## Choose a guide

| Your goal | Detailed instructions |
| --- | --- |
| Create one record | [Add a contact](https://docs.lead-knight.com/en/contacts/add-contact/) |
| Bring in a spreadsheet | [Import contacts](https://docs.lead-knight.com/en/contacts/import-contacts/) |
| Change a deal stage | [Move through the pipeline](https://docs.lead-knight.com/en/contacts/move-through-stages/) |
| Rename and arrange stages | [Customize stages](https://docs.lead-knight.com/en/contacts/customize-stages/) |
| Update information and tags | [Edit details and tags](https://docs.lead-knight.com/en/contacts/details-and-tags/) |
| Write an internal note | [Notes](https://docs.lead-knight.com/en/contacts/notes/) |
| Plan the next action | [Follow-up tasks](https://docs.lead-knight.com/en/contacts/follow-up-tasks/) |
| Record a conversation | [Calls, messages and history](https://docs.lead-knight.com/en/contacts/communication-history/) |
| Arrange a video meeting or invitation | [Meetings](https://docs.lead-knight.com/en/contacts/meetings/) |
| Record a seller's property in Nadlanite | [Seller's property](https://docs.lead-knight.com/en/contacts/seller-property/) |

## Permissions and list actions

Viewers do not see **New contact**. **Import** and **Export** are available to workspace owners and admins. **Export** offers **Excel file (.xlsx)** and **CSV file**. Stage customization is also an owner/admin action; a team member's settings access can instead lead to privacy settings.

A contact can have different permissions for its card, deal, tasks, notes, communications and meetings. A visible record does not mean every section is editable. A frozen contact also restricts changes.

## If something goes wrong

- **No contacts yet**: check the workspace and filters before adding or importing records.
- **Could not load contacts**: use **Retry** in the affected error message.
- A known contact is missing: clear the search and attention filters, then check **All** versus **Mine** and your access permissions.
- A stage appears as **Stage private**: deal-stage access is restricted; it is not an unnamed pipeline column.

## Related pages

- [Audiences](https://docs.lead-knight.com/en/audiences/overview/)
- [Calendar](https://docs.lead-knight.com/en/calendar/overview/)
- [Team and workspaces](https://docs.lead-knight.com/en/team/overview/)


## Contacts at a glance

[Contacts at a glance](https://kwqpaiaguxkmadaipfrf.supabase.co/storage/v1/object/public/guide-videos/guides/videos/J1/nadlanite-en-72a3987221bb.mp4)

1. Contacts is your CRM: everyone you work with, in one list.
2. The attention bar shows who is waiting for a reply, has an overdue task, or needs a next step.
3. Search by name or phone.
4. Filter to show only buyers, or only sellers.
5. Switch to Kanban to see contacts by stage.
6. Click any contact to open their record.