Skip to main content

Contact Management

Contacts are the core entity in Ping CRM. The contact list and detail pages let you browse, search, edit, and interact with your professional network.

Contact List​

The /contacts page displays all contacts in a searchable, sortable, paginated table.

Search and Filtering​

  • Full-text search across contact names, emails, companies, and notes.
  • Filter by tags to narrow results to specific groups.
  • Filter by source (Gmail, Telegram, Twitter, CSV import, manual entry).
  • Filter by relationship score range.
  • Filter by priority level (high, medium, low, archived).

Sorting​

The list can be sorted by:

  • Name (alphabetical)
  • Relationship score (highest or lowest first)
  • Date added or last interaction date

Pagination​

Results are paginated to keep the interface responsive. Navigate between pages using the controls at the bottom of the list.

Bulk Actions​

Select multiple contacts from the list to apply actions in one operation:

  • Set priority level -- change priority for all selected contacts at once.
  • Set company -- assign a company to multiple contacts.
  • Add or remove tags -- apply tag changes across a selection.
  • Archive -- move selected contacts to archived status.
  • Merge -- combine duplicate contacts from the selection.
  • Delete -- permanently remove selected contacts.

Contact Detail​

The /contacts/[id] page shows the full profile for a single contact.

Inline Editing​

Contact fields can be edited inline -- click a field to modify it. Fields include name, email, phone, company, title, tags, priority level, and notes.

Company Autocomplete​

When setting a contact's company, an autocomplete dropdown suggests existing organizations so you can link contacts to the correct org without creating duplicates.

Priority Levels​

Each contact can be assigned a priority:

  • High -- key relationships that should never go cold.
  • Medium -- important contacts to check in with periodically.
  • Low -- casual connections.
  • Archived -- contacts you no longer wish to receive suggestions for.

Relationship Score Badge​

A visual badge displays the contact's computed relationship score, giving you an at-a-glance sense of how strong the connection is.

Message Composer​

Send messages directly from the contact detail page. Supported channels:

  • Email (via connected Gmail account)
  • Telegram
  • Twitter DM

The composer uses AI to draft context-aware messages based on the contact's profile and interaction history.

Interaction Timeline​

A chronological timeline of all interactions with the contact, including:

  • Sent and received messages across all platforms.
  • Manually added notes.
  • Logged meetings.
  • Bio change events (detected from Twitter).

Notes added manually can be edited or deleted directly from the timeline by hovering over the entry to reveal inline action buttons.

When new interactions are synced for a contact, any pending follow-up suggestions for that contact are automatically dismissed, since the sync itself represents a recent touchpoint.

Auto-Sync on Page Visit​

Visiting a contact's detail page automatically triggers a background sync of Telegram and Twitter DMs for that contact, so the timeline is up to date without manual intervention.

Telegram Common Groups​

A sidebar card displays Telegram groups shared with the contact, providing additional context for your relationship.

Duplicate Detection​

The system detects potential duplicate contacts based on matching email addresses, names, and cross-platform identifiers. Duplicates can be reviewed and merged.

Rate Limit Handling​

If the API returns a 429 (rate limit) response, the UI displays a countdown timer indicating when the next request can be made.

Importing Contacts​

Three methods are available for adding contacts:

  • CSV Upload -- bulk import from a CSV file with column mapping.
  • Google Contacts Sync -- import contacts from your connected Google account.
  • Manual Entry -- add contacts one at a time through the UI.