The Contacts section is where all your leads live. Every person the AI has ever texted, every lead you’ve imported, and every person who filled out a form — they’re all here.
- Click Contacts in the left sidebar
- You’ll see a list of all your contacts
- Each row shows: name, phone number, email, tags, and when they were added
Click on any contact to see their full profile — including their conversation history, pipeline stage, and any notes.
Quick Search
Use the search bar at the top to find someone fast:
- Type their name (first or last)
- Type their phone number
- Type their email
Advanced Filters
Need to find a specific group of contacts? Use filters:
- Click the filter icon (funnel icon) next to the search bar
- Choose what to filter by:
- Tags — Find all contacts with a specific tag (like “Hot Lead” or “Grade A”)
- Pipeline Stage — Find contacts at a certain stage in your pipeline
- Date Added — Find contacts added during a specific time period
- DND Status — Find contacts who opted out of messaging
- Click Apply
Tip: Save filters you use often. This makes it easy to check on specific groups of leads without rebuilding the filter every time.
When you open a contact, you’ll see lots of fields. Here are the important ones:
| Field | What It Means |
|---|
| Name | The lead’s first and last name |
| Phone | Their phone number (this is where texts go) |
| Email | Their email address (if you have it) |
| Tags | Labels added to organize contacts (like “Grade A” or “Seller Lead”) |
| Pipeline | Which pipeline they’re in and what stage they’re at |
| DND | ”Do Not Disturb” — if this is ON, the system will not message them |
| Source | Where this contact came from (import, form, etc.) |
| Date Added | When this contact was added to your system |
Custom Fields
Your Revora system also has special fields that get filled in automatically:
| Custom Field | What It Shows |
|---|
| Lead Score | A number showing how interested this lead is |
| Lead Tier | Hot, Warm, Nurture, or Cold |
| Origin Date | The date this lead was first contacted |
Importing Leads via CSV
This is how you add a batch of leads to your system at once. If you have a list from Skip Tracing, a lead provider, or a spreadsheet — this is how you get them in.
Your CSV file needs to have columns for the information you want to import. At minimum, you need:
- Phone (required — this is how the AI texts them)
- First Name (strongly recommended)
- Last Name (strongly recommended)
- Email (optional but helpful)
- Address (optional — useful for property-based leads)
Example CSV layout:
First Name, Last Name, Phone, Email, Address
John, Smith, 5551234567, john@email.com, 123 Main St Dallas TX
Jane, Doe, 5559876543, jane@email.com, 456 Oak Ave Houston TX
Important CSV Rules
- File must be under 30 MB
- Only one sheet (no multiple tabs)
- Phone numbers should be 10 digits (no dashes, no parentheses, no country code)
- Make sure there are no extra spaces in phone numbers
- Remove any duplicate phone numbers before importing
Step-by-Step Import
- Click Contacts in the left sidebar
- Click the Import button (top right area)
- Click Upload CSV
- Select your file from your computer
- Map your fields:
- The system will try to match your CSV columns to the right fields automatically
- Check each mapping to make sure it’s correct
- Phone should map to → Phone
- First Name should map to → First Name
- Last Name should map to → Last Name
- If a column doesn’t apply, select “Don’t Map”
- Choose import options:
- Create new records — Adds new contacts for numbers not already in the system
- Update existing records — Updates info for contacts that already exist
- Both (recommended) — Does both
- Check the box for “Don’t update empty values” — This prevents blank fields in your CSV from erasing data that’s already in the system
- Click Import
- Wait for the import to finish — you can check progress in Bulk Actions
After Importing
- Your new contacts will appear in the Contacts list
- If you have automations set up, the AI will start reaching out to these contacts automatically
- Check the Conversations tab after a few minutes to see the AI in action
Common Import Errors and Fixes
| Error | How to Fix |
|---|
| ”Invalid phone number” | Remove dashes, spaces, and country codes. Use 10-digit format only (5551234567) |
| “Duplicate contact” | The system already has this phone number. Choose “Update existing” if you want to add new info |
| ”File too large” | Split your CSV into smaller files (under 30 MB each) |
| “Column not mapped” | Go back to the mapping step and match each column to the right field |
| ”Import stuck or failed” | Go to Bulk Actions to download the error log. Fix the issues and try again |
Video: Importing Leads — A walkthrough video will be added here soon.
If you want to add just one person:
- Click Contacts in the left sidebar
- Click the + Add Contact button (top right)
- Fill in their info:
- First Name
- Last Name
- Phone Number
- Email (optional)
- Click Save
The new contact will be added and the AI can start reaching out to them based on your automation settings.
Video: Managing Contacts — A walkthrough video will be added here soon.
