Select contacts with the row checkboxes. After selecting, a bulk action bar surfaces:
Select all matching — Selects every contact matching your current filter set (not just the current page). Useful for list sizes larger than one page.
Apply tag — Apply a single tag to all selected. You can create a new tag inline.
Send email — Opens the email composer scoped to just the selected contacts.
Delete — Permanently removes the selected contacts. Deleting more than 10 at once requires you to type delete to confirm.
Deleting a contact removes them from your organization but does not delete related records (enrollments, waitlist entries, lead submissions) — those remain for historical and financial accuracy. The contact can be re-created if they return through any new touchpoint.
Clicking a row opens the detail panel on the right. See The contact record for what’s inside: editable fields, tags, program interests, activity history, and the Promote to lead action.
The page header shows Emails this month: X / Y when your plan has an email limit. If you’re over 80% of the quota, a warning banner appears; at 100%, sends are blocked until the monthly reset or a plan upgrade. See Plan tiers and limits.
Import Contacts — Opens the CSV/TSV import dialog. See Importing contacts.
Add Contact — Manually create one contact (email required; first/last name and phone optional).
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