Drag any contact here from All Contacts or Segments to track it — e.g. "Awaiting Reply" or "Send Pricing". Removing it here never deletes the contact.
| Name | Phone | Address | Company | Segment | Owner |
|---|
Drag contacts between segments, or grab a row's ☰ handle to reorder rows.
Existing Customers — same drag-and-drop as Segments, kept separate from your incoming leads.
Automatic Sort Rules — route emails by keyword into a Segment, a Customer bucket, or straight into Needs Attention. e.g. "new inquiry" → Needs Attention > New Inquiries.
Send to one or more segments
Select any combination of Segments, Existing Customers, and Needs Attention buckets — everyone across your picks gets one email.
Connect your Gmail inbox
Connects the inbox for your account, so your emails sync and segment automatically.
Email signature
Used automatically on every send. If your Gmail account already has a signature set, that one wins — this is the fallback.
Staff accounts (admin only)
Ignored senders
Emails from these addresses or domains are skipped during sync — adding one also removes any of their emails already synced.