> ## Documentation Index > Fetch the complete documentation index at: https://docs.servicebooked.ca/llms.txt > Use this file to discover all available pages before exploring further. # Contacts overview > Your CRM — every lead and customer in one searchable list, with their full conversation history. Every person who ever calls, texts, chats with the widget, or fills out a form lands in **Contacts** automatically. Deduplicated, with addresses and source tracked, conversation history attached, and tags + statuses you can use to organize. ## What's in the list Each contact has: * **Name + business name** — captured from forms, AI conversations, or manual entry * **Phone + email** — primary contact methods, deduplication keys * **Address** — street, city, state, postal code (when collected) * **Status** — Lead, Booked, Customer, etc. — your pipeline position * **Tags** — free-form labels for any organization scheme you like * **Source** — how they reached you (widget, form, voice, manual import, reactivation) * **Last interaction** — when you last heard from them * **Appointment count** — how many bookings they've had ## Searching and filtering The list view (`/dashboard/contacts`) supports: * **Free-text search** across name, email, phone, and business name * **Status filter** — drop to one stage at a time * **Tag filter** — show only contacts with specific tags * **Source filter** — show only contacts from a specific channel * **Sort by any column** — name, phone, address, status, last interaction, appointment count ## Detail view Clicking a contact opens their detail page with five sections: 1. **Header** — name, phone, email, address, status (editable), tags, last contact, appointment count. 2. **Appointments** — past + upcoming. 3. **Deals** — active pipeline cards for this contact. 4. **Conversations & interactions timeline** — every call, text, chat, email, and meeting note in chronological order. 5. **Notes** — free-form text you can type in. The contact detail is your single source of truth for "what's the story with this person?" ## Bulk actions Select multiple contacts (checkboxes) to: * **Apply a tag** to all selected * **Change status** in bulk * **Delete** in bulk (with a typed-DELETE confirm because this is destructive) * **Export to CSV** ## Auto-deduplication Two contacts that land with the same phone number (or same email) are automatically merged into one row — appointments, conversations, and notes from both are preserved. We dedupe on: * **Email** (case-insensitive, normalized) * **Phone** (normalized to E.164 — `+16135551234`) If a person calls in (creating a contact with phone only), then later fills out a form with both phone and email, those are merged on phone match. The email gets added to the existing record. If you have actual duplicates that didn't auto-merge (different phones, different emails, same person), you can manually merge from the detail page. ## What about anonymous web visitors? Visitors who chat the widget without sharing a phone or email are tracked as **"visitor:abcd1234"** — anonymous identifiers based on a localStorage token. If they later share a phone or book an appointment, the visitor record promotes to a real contact and the conversation history follows them. ## Next For walk-ins, referrals, or anyone who didn't reach you through the system. Bring in your existing customer list when you start.