> ## Documentation Index
> Fetch the complete documentation index at: https://realsite.ca/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Contacts

> Your database — who hears from you, and who's just on file.

**Contacts** and **Leads** are two views of one person. Leads is the
pipeline: people who raised a hand on your site. Contacts is the full list —
everyone on file, with their mailing status at a glance. The moment a
contact fills out a form, they show up in Leads too; nothing to convert,
nothing to copy between the two.

## The Contacts table

Open **Leads & CRM → Leads** and choose the **All contacts** tab to see everyone: name, mailing status,
phone, and when they were added. Use the filter chips above the table to
narrow the list — **Everyone**, **✉ Mailing list**, **Not opted in**, and
(once you have any) **Bounced**, **Suppressed**, and **Opted out**. Each chip
shows a live count.

## What the mailing status means

Every contact carries one of five statuses:

* **On your list ✓** (subscribed) — they've opted in and receive your
  campaigns and newsletters.
* **Not opted in** (no consent) — on file, but they haven't checked the
  consent box on one of your forms, so REALsite won't email them.
* **Opted out** — they were subscribed and chose to stop. To rejoin, they
  check the email-updates box on your site again and confirm the link sent
  to their inbox — you can't switch this back on for them from the admin.
* **Email bounced** — their address hard-bounced, so REALsite stopped
  sending to it automatically.
* **Email suppressed** — the email provider suppressed the address (for
  example, after a spam complaint), so REALsite stopped sending to it
  automatically.

Bounces and complaints are detected and applied without you doing anything —
that's what keeps the rest of your list landing in inboxes.

## Why REALsite won't email everyone

Consent is captured at the form, not assumed. When someone checks the
consent box on one of your public forms, REALsite records that moment — the
wording they saw, the form, and your sender details — so you have proof of
opt-in if you ever need it. Leaving the box unticked doesn't stop a lead
from reaching your CRM; it just means that address doesn't join your mailing
list.

If someone previously opted out, a later form left unticked never
undoes that, and REALsite requires a confirmation click before adding them
back — this is the double opt-in that protects both you and them.

## Import and Export

Choose **Import** to bring your book of business in as a CSV (an email
column is required; name and phone come along if present). You can import
contacts as **Past clients** or **Working leads**. Imported contacts get
follow-ups, notes, and calls right away — but no one is emailed until they
opt in on your site themselves. Rows that are missing an email, or that
already exist, are skipped and reported back to you.

Choose **Export CSV** any time to download everyone on file. It's your data.

## A contact's detail page

Open any contact to see their full timeline: every inquiry they've
submitted, alongside notes you've added. From here you can:

* **Edit details** — name and phone numbers.
* Add a **note** to log a call or preference.
* Set a **Follow-up reminder** — tomorrow, in 3 days, next week, or a date
  you choose. Reminders that come due are rolled into your daily digest
  email.
* Change their **status** as they move through your pipeline.
* Choose **Stop emailing** to take someone off your mailing list yourself,
  with a confirmation before it happens.

## Finish your one-time email setup

Before your site can collect subscribers or send campaigns, add your office
mailing address once in **Settings**. Until you do, you'll see a **Finish
your one-time email setup** banner at the top of Contacts. REALsite uses
that address to handle the consent wording, sender details, and unsubscribe
link on your behalf — there's nothing else to configure.


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