The contact record
What this page is — the full record for one contact.
What it is for — reading and maintaining what you know about a person: how to reach them, where they work, and where they came from.
The problem it solves — it is the single view of a person once they are past the lead stage. This page also flags where a contact's fields quietly differ from the equivalent lead fields — the Source here is free text, not a configured value, so contact attribution cannot be rolled up the same way.
Route: /org/marketing/contacts/{id} · View: View Contacts · Edit: Edit Contacts
1. Field reference
| Field | Type | Notes |
|---|---|---|
| First name · Last name | text | Conversion splits full_name when the lead has no separate parts |
| text | The de-duplication key — matched ignoring case and spaces | |
| Phone · Mobile | text | Mobile receives the lead's alternate_phone on conversion |
| Company · Job title | text | |
| Address · City · State · Country · Postcode | text | A flat address block, not a structured address |
| Source | text | Free text — not chosen from the configured lead sources |
| Import source | text | Set by the importer, e.g. a WordPress feed |
| Lifecycle stage | select | customer · opportunity · subscriber · lead |
| Owner | select | |
| Custom fields | object | Same shape and same string-versus-object trap as leads |
A contact's Source is whatever an importer or a person typed. It is not drawn from the configured lead sources, so contact attribution cannot be rolled up the way lead attribution can.
2. What conversion fills in
A contact created by converting a lead receives name, email,
phone, mobile, company, job title, the whole address block, the lead's owner, a link back to the
originating lead, and a lifecycle stage of customer — or opportunity if a deal was created at the same time.
3. The admin contract
| Needs | Or |
|---|---|
| Edit Contacts | Read-only |
| Custom field definitions | Values are stored and displayed nowhere |
| A unique email | See the duplicate trap in the list |
4. Downstream
| A contact reaches | As |
|---|---|
| Groups | A member |
| Deals | The linked contact |
| Marketing campaigns | A recipient, via groups |
5. Don't confuse this with…
| This | Not this |
|---|---|
| A contact's Source — free text | A lead's Source — configured |
| Contact lifecycle stage | Lead lifecycle stage |
| Mobile | Phone — conversion maps alternate_phone to mobile |
6. Troubleshooting
| Symptom | Cause |
|---|---|
| Custom fields not displayed | Stored as a JSON string rather than an object |
| A duplicate of this contact exists | Case-sensitive email uniqueness. See the list |
| Source shows something odd | It is free text from whatever created the contact |