# BuildRunKit CRM: Contacts Sub-Section

### **BuildRunKit CRM: Contacts Sub-Section**

**[![Screenshot 2026-09-09 112919.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-09-112919.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-09-112919.png)**

The **Contacts** sub-section provides central directory management for tracking leads, individual client representatives, and account contacts.

#### **Header & Action Buttons**

- **New Contact**: Direct action button to open the contact registration modal.
- **Generate Report**: Launches the **CRM Contacts Report** modal to export contact dataset snapshots:
    
    
    - **Export Count**: Displays total active records targeted for download (e.g., *Exporting 10 records*).
    - **Export Options**: Download file as **Export as PDF** or **Export as CSV**.

[![Screenshot 2026-09-09 113402.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-09-113402.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-09-113402.png)

#### **Contact Summary Metrics**

Top KPI cards display real-time audience breakdowns:

- **Total Contacts**: Displays total registered contacts (e.g., 10).
- **Active Contacts**: Tracks currently active lead interactions.
- **With Email**: Displays total records with valid email addresses attached.
- **With Company**: Counts records linked to parent organization profiles.
- **Tagged**: Displays total contacts assigned custom organizational tags.

#### **Directory Controls & Search Bar**

- **Search contacts...**: Input field for searching contacts by name, email, or company.
- **Filter Toggle**: Filter icon button to refine visible contacts.
- **All Tags Dropdown**: Dropdown menu to filter records based on specific tags.
- **View Switches**: Toggle between **Table** (list view) and **Grid** (card view).

#### **Contacts Table Data Columns**

- **Name**: Primary contact name alongside job title (e.g., *Michael Thompson - VP of Operations*).
- **Company**: Associated client or partner business.
- **Email**: Direct email address with quick **Copy** button.
- **Phone**: Direct contact phone number with quick **Copy** button.
- **Tags**: Applied status or categorization tags.
- **Row Actions (...)**: Action menu for editing, viewing, or deleting individual contact records.

#### **Contacts Table Row Actions Menu**

Clicking the **three dots icon (`...`)** on the far right of any contact row opens a quick-action context menu:

- **View**: Opens the complete contact record profile to review all details, communication history, linked deals, and notes.
- **Edit**: Launches the contact editor modal to update profile details, contact information, custom fields, or assigned tags.
- **Delete**: Removes the contact record from your CRM directory.

### **BuildRunKit CRM: Adding a New Contact**

Clicking the **+ New Contact** button launches the creation modal organized into four main tabs:

#### **1. Details Tab**

**[![Screenshot 2026-09-09 113626.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-09-113626.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-09-113626.png)**

Captures core profile and organization assignment data:

- **First Name \*** & **Last Name \***: Required fields for contact identification.
- **Email**: Primary electronic address.
- **Company**: Searchable dropdown to select existing organizations, or click **+** to add a new company instantly.
- **Position**: Title or role within their company.
- **Website**: Personal or company web address.
- **Owner**: Select an internal account manager or sales representative.
- **Billing Info**: Free-text field for invoice context, tax IDs, or payment notes.
- **Notes**: Additional background context regarding the contact.

#### **2. Contact Tab**

**[![Screenshot 2026-09-09 113657.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-09-113657.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-09-113657.png)**

Captures physical location and additional reachability channels:

- **Address**: Multi-line physical mailing or billing address block.
- **Phone Numbers**: Dedicated inputs for primary **Phone**, **Mobile Phone**, and **Other Phone**.
- **Additional Contact Methods**: Expandable section to add non-standard communication channels (e.g., Skype, WhatsApp).
- **Social & External Links**: Expandable section to attach web profiles (e.g., LinkedIn, X, personal portfolio).

#### **3. Custom Fields Tab**

**[![Screenshot 2026-09-09 113847.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-09-113847.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-09-113847.png)**

Displays tailored data fields configured specifically for your business operations:

- **Business-Specific Inputs**: Pulls directly from user-defined properties configured in **Settings > Custom Fields**.
- **Dynamic Loading**: Any custom fields added via system settings automatically populate in this tab during contact creation.

#### **4. Tags Tab**

**[![Screenshot 2026-09-09 113912.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-09-113912.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-09-113912.png)**

Categorizes contacts for audience segmentation and quick filtering:

- **Create New Tag**: Input box to type custom tag names and click **+ Add Tag** to create them on the fly.
- **Pre-Defined Tags**: Checkbox selection for standard stages and categories, including:
    
    
    - **Status Tags**: *Hot Lead*, *Cold Lead*, *Lead*, *Prospect*
    - **Relationship Tags**: *Customer*, *Partner*, *Vendor*, *Investor*, *VIP*