Who This Is For / When to Use
Use this guide if you manage leads, clients, or customers in Kyrios and need to add contacts, organize them with smart lists and custom fields, or take bulk actions like messaging, tagging, or pipeline updates.
What Is the Contacts Module
The Contacts module stores every person in your CRM and connects them to conversations, opportunities, tasks, automations, and activity history. All email, SMS, calls, forms, and workflow activity is logged to each contact record.
Accessing Contacts
In the left navigation, click Contacts.
The Contacts list view opens, showing all contacts and total count.
Adding Contacts
Add a Contact Manually
Go to Contacts.
Click + Add Contact (top right).
Enter contact details.
Click Save.
Import Contacts in Bulk
Go to Contacts.
Click Import.
Upload a CSV file and map fields.
Complete the import.
How Contacts Are Created Automatically
Contacts are automatically created when:
A Form, Survey, or Quiz is submitted
A Workflow or Automation creates a contact
A third-party integration (Zapier, API, etc.) sends data
A Facebook Lead Ad form is submitted
Contact List Views and Smart Lists
Default Views
All – shows every contact
New smart list – saved filtered views
Create a Smart List
In Contacts, click + Add Smart List.
Apply Advanced Filters.
Name the smart list.
Click Create.
Smart lists update automatically as contact data changes.
Filtering, Sorting, and Fields
Advanced Filters
Use filters to segment contacts by:
Tags
Custom fields
Activity
Source
Pipeline or opportunity data
Sort Contacts
Click Sort to reorder by:
Name
Created date
Last activity
Manage Visible Columns
Click Fields in the list view.
Select which contact fields display as columns.
Bulk Actions on Contacts
Select Contacts
Use checkboxes to select individual contacts
Click Select All to include the full list
Available Bulk Actions
From the top action bar or More menu:
Send SMS
Send Email
Send WhatsApp
Add or remove tags
Trigger automation
Manage opportunities
Export
Merge
Delete
Sending Messages from Contacts
Send SMS or Email
Select one or more contacts.
Click Send SMS or Send Email.
Compose and send.
Messages are logged automatically to each contact record.
Managing Opportunities from Contacts
Select one or more contacts.
Click More.
Choose Manage Opportunities.
Assign or move contacts to pipelines or stages.
Custom Fields for Contacts
Add Custom Fields
Go to Contacts.
Click Manage Fields or Add Custom Fields.
Create a new field (text, dropdown, date, checkbox, etc.).
Save changes.
Custom fields are available for:
Filters
Smart lists
Automations
Reports
Message personalization
Contact Record Layout (Contact Details View)
Each contact record includes:
Left Panel
Contact fields (standard + custom)
Owner and followers
Tags
DND status
Center Panel
Conversation history (email, SMS, calls)
Notes and internal messages
Manual outreach
Right Panel (Activity Timeline)
Contact created
Form submissions
Page visits
Workflow activity
Attribution data
Best Practices
Use tags consistently for automation and segmentation.
Build smart lists instead of static lists.
Add custom fields before importing large datasets.
Use bulk actions for efficiency.
Keep contact data clean by merging duplicates regularly.
Common Issues and Fixes
Contacts Not Appearing After Import
Confirm the CSV email or phone field is mapped correctly.
Check for duplicate prevention settings.
Can’t Filter by a Field
Ensure the field exists as a custom field, not just in the CSV.
Confirm the field type supports filtering.
Messages Not Sending
Verify the contact has a valid email or phone number.
Check DND and opt-out status.
FAQs
How do I add a new contact?
Click + Add Contact in the Contacts module, enter details, and save.
Can I import contacts in bulk?
Yes. Use the Import button to upload a CSV file.
What are Smart Lists?
Smart lists are dynamic, saved filters that automatically update as contact data changes.
How do I move contacts through pipelines?
Select contacts, open More, and choose Manage Opportunities.
How do I add custom fields to contacts?
Go to Manage Fields or Add Custom Fields from Contacts settings.
Can I export my contacts?
Yes. Select contacts and choose Export to download a CSV.