[{"data":1,"prerenderedAt":161},["ShallowReactive",2],{"shell":3,"article:workflow-lead-contacts":33},{"mode":4,"siteUrl":5,"commit":6,"generatedAt":7,"counts":8,"searchIndex":13,"menu":14,"popularSearches":15,"topics":21},"publication","https:\u002F\u002Fhelp.getleadscore.ai","e0fd82cf1a","2026-11-05T20:23:28.761Z",{"guides":9,"paths":10,"drafts":11,"shots":12},131,8,0,153,"\u002F_search\u002Findex.a27024c5c2a1.json","\u002F_nav\u002Fmenu.42deedb43cb8.json",[16,17,18,19,20],"import contacts","follow up","text templates","call rotation","where are my meetings",[22,23,24,25,26,27,28,29,30,31,32],"getting-started","leads","import","follow-ups","email","calling","outreach","performance","account","settings","troubleshooting",{"id":34,"slug":34,"kind":35,"href":36,"icon":37,"title":38,"description":39,"level":40,"status":41,"verification":42,"reviewedAt":43,"videoStatus":44,"topic":45,"html":48,"toc":49,"shots":63,"related":71,"topicNext":106,"paths":107,"videos":113,"sidebar":114},"workflow-lead-contacts","guide","\u002Fguides\u002Fworkflow-lead-contacts","users","Review contacts and linked leads","Contacts lists people attached to the current lead and relationships to other lead records. Open the intended lead in the shared drawer and choose Contacts…","intermediate","published","browser-observed-read-only","2026-11-04","planned",{"slug":23,"title":46,"href":47},"Leads and records","\u002Ftopics\u002Fleads","\u003Cdiv class=\"intro\" data-section=\"intro\">\u003Cp>Contacts lists people attached to the current lead and relationships to other lead records. Open the intended lead in the shared drawer and choose \u003Cstrong>Contacts\u003C\u002Fstrong>. You need access to both the current record and any related record you open or change.\u003C\u002Fp>\u003C\u002Fdiv>\n\u003Cfigure class=\"see shot\" data-shot-figure=\"lead-record-contacts-desktop\">\u003Cp class=\"see-label\">What you’ll see\u003C\u002Fp>\u003Cbutton type=\"button\" class=\"shot-open\" data-shot=\"lead-record-contacts-desktop\" data-view=\"plain\" aria-label=\"Enlarge screenshot: Lead record on the Contacts tab with Add Contact and Link existing lead buttons and a No contacts or linked leads yet message\">\u003Cimg src=\"\u002Fmedia\u002Fscreenshots\u002Flead-record-contacts-desktop.jpg\" alt=\"Lead record on the Contacts tab with Add Contact and Link existing lead buttons and a No contacts or linked leads yet message\" width=\"1920\" height=\"873\" decoding=\"async\">\u003C\u002Fbutton>\u003Cfigcaption>The Contacts tab on a lead, where you select Add Contact or Link existing lead.\u003C\u002Ffigcaption>\u003Cdiv class=\"shot-actions\">\u003Cbutton type=\"button\" class=\"shot-action\" data-shot=\"lead-record-contacts-desktop\" data-view=\"plain\">Enlarge\u003C\u002Fbutton>\u003C\u002Fdiv>\u003C\u002Ffigure>\n\u003Csection class=\"section\" data-section=\"understand-the-relationship\">\u003Ch2 id=\"understand-the-relationship\">Understand the relationship\u003C\u002Fh2>\u003Col class=\"steps\">\n\u003Cli>Wait for contacts to finish loading. You can also reach this tab from the drawer header's \u003Cstrong>+N more\u003C\u002Fstrong> link, shown when a record holds several officers in one name.\u003C\u002Fli>\n\u003Cli>Distinguish ordinary contact cards from cards marked \u003Cstrong>Linked lead\u003C\u002Fstrong>.\u003C\u002Fli>\n\u003Cli>Review any \u003Cstrong>Linked to\u003C\u002Fstrong> section showing leads that this record is attached under.\u003C\u002Fli>\n\u003Cli>Open a linked lead only after confirming it is the intended related record; its lifecycle and score belong to that separate lead.\u003C\u002Fli>\n\u003C\u002Fol>\u003Cp>An empty contact list does not prove that no related person exists elsewhere in the workspace. Search the lead lists before creating another person or linking a similar company name.\u003C\u002Fp>\u003C\u002Fsection>\n\u003Csection class=\"section\" data-section=\"add-or-change-deliberately\">\u003Ch2 id=\"add-or-change-deliberately\">Add or change deliberately\u003C\u002Fh2>\u003Cp>\u003Cstrong>Add Contact\u003C\u002Fstrong> opens the contact-creation form. \u003Cstrong>Link existing lead\u003C\u002Fstrong> connects an existing lead instead of creating an ordinary contact. Choose the relationship that matches the data you actually have.\u003C\u002Fp>\u003Cp>Contact edit actions change the attached person's stored details. Communication actions on a contact or linked-lead card target that card's contact information, which can differ from the parent lead. Verify the recipient before entering any send or calling workflow.\u003C\u002Fp>\u003Cp>\u003Cstrong>Unlink\u003C\u002Fstrong> removes the relationship without deleting the linked lead. It is still a stored change, and it can change where the lead appears in relationship views. Deleting an ordinary contact is a separate operation with its own consequences.\u003C\u002Fp>\u003C\u002Fsection>\n\u003Csection class=\"section\" data-section=\"check-and-recover\">\u003Ch2 id=\"check-and-recover\">Check and recover\u003C\u002Fh2>\u003Cp>After an authorized add, edit, or link, reload the Contacts tab and inspect the correct card and relationship direction. Open the related record to confirm identity where necessary. A refreshed card alone does not prove a communication was delivered.\u003C\u002Fp>\u003Cp>If loading fails or an expected relationship is missing, check the parent and related record before adding another link. Preserve a concise description of the relationship for support without copying private contact details.\u003C\u002Fp>\u003Cp>Related: \u003Ca href=\"\u002Fguides\u002Fleads\">Leads\u003C\u002Fa>, \u003Ca href=\"\u002Fguides\u002Fworkflow-lead-messages\">Messages\u003C\u002Fa>, \u003Ca href=\"\u002Fguides\u002Fworkflow-email-composer\">Email composer\u003C\u002Fa>.\u003C\u002Fp>\u003C\u002Fsection>\n\u003Csection class=\"section\" data-section=\"screenshots\">\u003Ch2 id=\"screenshots\">Screenshots\u003C\u002Fh2>\u003Cp>The screenshot for this guide is shown above, under “What you’ll see”.\u003C\u002Fp>\u003C\u002Fsection>",[50,54,57,60],{"id":51,"text":52,"depth":53},"understand-the-relationship","Understand the relationship",2,{"id":55,"text":56,"depth":53},"add-or-change-deliberately","Add or change deliberately",{"id":58,"text":59,"depth":53},"check-and-recover","Check and recover",{"id":61,"text":62,"depth":53},"screenshots","Screenshots",{"lead-record-contacts-desktop":64},{"id":65,"src":66,"alt":67,"caption":68,"width":69,"height":70},"lead-record-contacts-desktop","\u002Fmedia\u002Fscreenshots\u002Flead-record-contacts-desktop.jpg","Lead record on the Contacts tab with Add Contact and Link existing lead buttons and a No contacts or linked leads yet message","The Contacts tab on a lead, where you select Add Contact or Link existing lead.",1920,873,[72,78,83,90,95,100],{"slug":23,"title":73,"href":74,"icon":37,"description":75,"level":76,"productLocation":77},"Find and review leads","\u002Fguides\u002Fleads","Use the lead lists to find a record, understand its lifecycle, and open its details before deciding what to do next. You need a signed-in workspace and access…","beginner","Leads",{"slug":79,"title":80,"href":81,"icon":37,"description":82,"level":40},"workflow-lead-messages","Review a lead’s message history","\u002Fguides\u002Fworkflow-lead-messages","Messages gathers available message history for the selected lead and offers channel-specific reply workflows. Open the lead drawer and select Messages. You…",{"slug":84,"title":85,"href":86,"icon":87,"description":88,"level":89},"workflow-email-composer","Review an email before sending","\u002Fguides\u002Fworkflow-email-composer","mail","The email composer opens for a lead through a Send Email action. You need the intended lead, a configured sending identity, and permission to contact the…","advanced",{"slug":91,"title":92,"href":93,"icon":37,"description":94,"level":40},"workflow-lead-documents","Review documents attached to a lead","\u002Fguides\u002Fworkflow-lead-documents","Documents shows files associated with the current lead. Open the intended record in the shared drawer and choose Documents. You need access to the record and…",{"slug":96,"title":97,"href":98,"icon":87,"description":99,"level":40},"workflow-lead-emails","Review email status for a lead","\u002Fguides\u002Fworkflow-lead-emails","Emails shows recorded email activity for the lead, including scheduled items, verification entries, and message history. Open the intended record in the shared…",{"slug":101,"title":102,"href":103,"icon":104,"description":105,"level":40},"workflow-lead-calls","Review call history and recordings","\u002Fguides\u002Fworkflow-lead-calls","phone-call","Calls shows recorded call activity for the selected lead. Open the shared drawer and choose Calls. You need access to the record; playing a recording…",{"slug":91,"title":92,"href":93},[108],{"slug":109,"title":110,"href":111,"letter":112},"c-calling-and-texting","C — Understand calling and texting readiness","\u002Flearn\u002Fc-calling-and-texting","C",[],{"title":46,"href":47,"groups":115},[116],{"title":117,"items":118},null,[119,120,124,128,132,136,140,141,142,143,144,145,149,153,157],{"label":73,"href":74,"slug":23},{"label":121,"href":122,"slug":123},"Work with a lead record","\u002Fguides\u002Flead-record","lead-record",{"label":125,"href":126,"slug":127},"Add a lead manually or with Smart Paste","\u002Fguides\u002Fworkflow-manual-lead","workflow-manual-lead",{"label":129,"href":130,"slug":131},"Read and add lead notes","\u002Fguides\u002Fworkflow-lead-notes","workflow-lead-notes",{"label":133,"href":134,"slug":135},"Review and update tasks for a lead","\u002Fguides\u002Fworkflow-lead-tasks","workflow-lead-tasks",{"label":137,"href":138,"slug":139},"Review or correct lead fields","\u002Fguides\u002Fworkflow-lead-edit","workflow-lead-edit",{"label":38,"href":36,"slug":34},{"label":92,"href":93,"slug":91},{"label":80,"href":81,"slug":79},{"label":97,"href":98,"slug":96},{"label":102,"href":103,"slug":101},{"label":146,"href":147,"slug":148},"Understand a lead’s score history","\u002Fguides\u002Fworkflow-lead-scoring","workflow-lead-scoring",{"label":150,"href":151,"slug":152},"Read the lead activity timeline","\u002Fguides\u002Fworkflow-lead-activity","workflow-lead-activity",{"label":154,"href":155,"slug":156},"Review a mass update before changing leads","\u002Fguides\u002Fmass-update","mass-update",{"label":158,"href":159,"slug":160},"Preview an existing document","\u002Fguides\u002Fdocument-viewer","document-viewer",1793910214316]