Manage your contacts
The Contacts page groups every submission by email into a single contact, scoped to one workspace at a time. From there you can tag people, leave notes, save segments, move them through a pipeline, assign follow-up tasks, fill in custom fields, filter by marketing consent, and export a CSV.
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Open "Contacts" from the dashboard sidebar. It lists every respondent across the quizzes in your current workspace, deduplicated by email — someone who took three of your quizzes shows up once, with all three in their history.
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If you belong to more than one workspace, switch between them with the selector at the top of the page — each workspace has its own contacts, tags, pipeline, and tasks.
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Each contact is auto-tagged with their best score tier across every quiz they've taken, and with "Repeat" if they've taken more than one of your quizzes. Auto-tags are computed live, not something you set yourself.
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Add your own tags by opening a contact and typing one in, or select multiple contacts with the checkboxes to act on all of them at once: add or remove a tag, move them to a pipeline stage, create a follow-up task, or export just that selection.
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Click a column header — name, company, score tier, quizzes, or last activity — to sort the list by it. Any custom fields you've defined also show up as extra columns on wider screens.
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Open a contact to see their full submission history: every quiz they took, their score and outcome each time, and the full answer breakdown for each submission.
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Add a freeform, timestamped note to a contact from the same panel — useful for tracking a follow-up call or a manual qualification decision.
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Switch to the "Pipeline" tab to see contacts as a kanban board and drag them between stages. Customize the stages themselves — rename, recolor, reorder, or mark one as Won or Lost — from "Manage stages."
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Switch to the "Tasks" tab, or add a task from a contact's detail panel, to set a follow-up with a due date and assign it to a teammate. Overdue and due-today tasks are called out automatically.
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Add your own custom fields — text, number, date, a dropdown, URL, email, or phone — from a contact's Custom Fields section, then fill them in per contact.
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Filter the list by search, tag, score tier, quiz, or marketing consent. Turn on the consent filter to see only contacts who opted in to marketing at the contact gate.
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Save your current filters as a named segment from the sidebar rail, so you can come back to the same view later without re-applying every filter.
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Export the current filtered view, or the whole list, to CSV using the "Export" button.
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Tags, notes, segments, pipeline stages, tasks, and custom fields are shared with everyone in that workspace — a teammate with view-only (viewer) access can see all of it but can't make changes.
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