Last updated: January 2026
The Contacts page is your central hub for managing all the people you do business with. Every contact can be linked to deals, emails, calls, and activities, giving you a complete view of each relationship.
Find the "Add Contact" button in the top right corner of the Contacts page.
Fill in the contact details:
Click "Create Contact" to add them to your database. They'll appear in your contacts list immediately.
Tip: Contacts are automatically created when you connect your email. Ralivi extracts contact information from your email conversations.
Use the search bar to find contacts by:
Search is instant - results appear as you type.
Organize your contacts by:
Switch between two view modes:
Click any contact to open their full profile. Here you'll find:
Name, email, phone, company, title, and custom notes.
All deals associated with this contact, with current stages and values.
Complete email thread history with this contact.
Record of all calls, including duration and notes.
Chronological view of all interactions and updates.
Automatically-generated summary of relationship status and sentiment.
From any contact profile, you can:
Click the email button to compose a message. If you have email connected, it will send through your account and be tracked automatically.
If you have Twilio phone numbers configured, click the call button to dial directly from Ralivi. Calls are logged automatically.
With SMS capability enabled, send text messages directly from the contact profile.
To edit a contact:
Use the notes section to record important information about the contact, such as preferences, conversation highlights, or relationship details.
When creating a deal, you can link it to an existing contact. This automatically associates all communication and activities.
Update contact details when you learn new information. Accurate data helps provide better insights.
Record important details from conversations, preferences, and relationship context. These notes help you personalize future interactions.
Always associate contacts with relevant deals. This creates a complete picture of the relationship and enables better tracking.
Instead of scrolling through long lists, use search to quickly find the contact you need.
Learn how to manage your email communications and unified inbox.
Learn About Inbox →