Managing Your Contacts
Use the unified contacts page to view contacts across all relays.
Contacts Page
The Contacts page in the sidebar shows all contacts across all your relays in a unified view. Search by name, email, or phone number. Filter by role to quickly find specific contacts.
This page merges contacts from individual relays and your CRM, giving you a complete directory of everyone you work with.
Deduplication
CloseRelay automatically detects duplicate contacts based on email address or name and presents a merged view. This prevents the same contact from appearing multiple times across different relays.