The People section in Contacts is your central directory of individual contacts — everyone from referral seekers and providers to connectors and team members. This article covers how to add people manually or in bulk, search and filter your list, edit contact details, and understand what you can do from a person's profile.
Prerequisites
📋 You must be logged into Introzy. All plan tiers have access to Contacts > People.
Getting to People
In the left sidebar, click Contacts to expand the section, then click People.
The People list shows all contacts in your workspace in a paginated table (15 rows per page). The count at the bottom left shows total results (e.g. "Showing 1 to 15 of 29 results").
Adding a Single Contact
In the top-right corner of the People page, click + Add Contact.
From the dropdown, select Add Contact.
The Create Contact modal opens. Fill in the required fields (marked with *):
Person Information
First Name *
Last Name *
Email *
Phone Number (optional)
Company Information
Company Name * (required — even if you don't have one yet, you must enter something)
Website (optional)
Address, City, State, Zip Code, Country (all optional)
To save time when adding several contacts in a row, check Create more — the modal will reopen automatically with cleared fields after each save.
Click Create Contact.
You should see the new person appear in the People list immediately.
⚠️ Company Name is required. You cannot save a contact without entering a company name. If the person is not yet associated with a company, enter a placeholder and update it later.
Importing Multiple People (Bulk Upload)
Use Bulk Upload to add many contacts at once from a CSV file.
Step 1: Download the right template
Click + Add Contact > Bulk Upload.
Under Template Type, choose the template that fits your import:
Template | Best for | What it creates |
Contacts Only | Adding individuals to existing companies | People records only |
Companies + Employees | Onboarding a full org with multiple staff | People + Company records |
Solution Provider Setup | Setting up a company's Directory profile with key contacts | People + Company records |
Click the Download [Template Name] Template button to get a CSV with example data and all supported fields.
💡 All three templates use the same CSV field structure — the template type only affects how records are created in Introzy after import.
Step 2: Fill in the CSV
Required fields for every row:
type— record type identifierfirst_namelast_nameemailcompany_name
Optional fields:
phone,company_website,company_industry,title,location,notes,tags
💡 Tags tip: Separate multiple tags with semicolons — for example: tag1;tag2;tag3
Step 3: Upload your CSV
In the Upload Your CSV File section, drag and drop your completed CSV file into the upload area, or click click to browse to select a file.
Maximum file size: 5MB.
After uploading, Introzy processes the file and shows a status/report screen highlighting any rows with issues to fix before they can be imported.
💡 Smart company linking: Introzy automatically groups people from the same email domain under one company. For example, [email protected] and [email protected] will both link to Acme Corp.
Searching People
In the toolbar above the People list, click the Search icon (magnifying glass — third icon from the left).
An inline search bar appears with a "Type to search..." placeholder.
Type any keyword — search matches across all contact properties including name, email, company, and other fields. The list filters in real time.
To close search, click the × at the right of the search bar.
💡 When the search bar is open, + Sort and + Filter buttons also appear inline — you can combine search with sorting and filtering at the same time. A Save View button also appears if you want to save your search configuration.
Filtering People
Click the Filter icon (funnel — first icon from the left in the toolbar).
A dropdown lists all filterable fields. Standard fields include: Name, Email, Company, Industry, Program, Location, Has Account, Connector, Solution Provider, Created By, Relationship Manager, and Referral Source. You may also see additional custom fields specific to your Introzy workspace.
Click a field to apply it as a filter chip. The filter is applied immediately and the list updates.
To add more filters, click + Filter in the row of active chips. Multiple active filters are applied using AND logic — a contact must match all filters to appear.
To remove a filter, click × on the chip, or open the chip and click Remove.
Click Done to collapse the filter panel.
💡 Once you have filters (or sorting) active, a Save View button appears in the top right. Saved views persist across sessions and are visible to all users in your workspace.
Sorting People
Click the Sort icon (up/down arrows — second icon from the left in the toolbar).
Select the column you want to sort by from the dropdown.
The list re-sorts immediately.
Managing Columns (Property Visibility)
Click the Settings icon (sliders — fourth icon from the left in the toolbar).
Select Property visibility.
Toggle columns on or off to customize which fields appear in the table.
Changes apply to your current view only.
Opening a Person's Profile
Click any row in the People list to open that person's detail panel on the right side of the screen.
The panel shows:
Header: The person's email address, any role badges (e.g. "Connector"), an Actions dropdown, and prev/next arrows to navigate between contacts without closing the panel.
Details (click Edit to modify): Email, Member Since date, Relationship Manager, Referral Source, Log emails via BCC address, and any custom fields for your workspace.
✨ AI Enrich Profile button — uses AI to automatically fill in additional profile data such as bio and skills. Available on all plans (credit limits apply). Enriched data fills empty fields and does not overwrite information you've already entered.
All Pipeline Opps — any referral opportunities this person is involved in, with a + Add Opp link.
Recent Activity — a timestamped log of changes and events for this contact.
Company — the company this person is associated with, with a View Details link.
Fee Structure — fee plans linked to this contact (+ Add Fee Plan).
Notes — freeform notes you can add (+ Add Note).
Reminders & Tasks — scheduled follow-up tasks for this contact (+ Add Reminder).
Documents — files attached to this contact (drag and drop or + Add Document).
Editing a Contact's Details
Open the person's profile by clicking their row in the People list.
In the Details section, click Edit.
The Edit Contact modal opens with these editable fields:
Email
First Name
Last Name
Phone Number
Address
Company (searchable dropdown)
Make your changes and click Save Changes.
⚠️ You cannot change the email address of a contact who has an active Introzy account (shown as "Has Introzy Account" in the Has Account column). The Email field will be locked for those contacts.
Actions Available on a Contact
Click Actions in the top-right of the person's detail panel to access:
Create Referral — start a new referral involving this person
Remove as Connector / Mark as Solution Provider — update their role
Invite to Introzy as Connector — send an invitation for them to join as a Connector
Invite to Introzy as Solution Provider — send an invitation to join as a Solution Provider
Delete Person — permanently remove this contact from your workspace
⚠️ Deleting a person is permanent. This removes the person and all associated data — including connections, documents, and notifications. This action cannot be undone.
Understanding the "Has Account" Column
Every person in People has a Has Account status:
Contact Only — this person exists in your workspace as a contact but does not have an Introzy login
Has Introzy Account — this person has an active Introzy account and can log into the platform
This status is read-only. It updates automatically when a contact accepts an invitation to join Introzy — you cannot change it manually.
You can filter the People list by Has Account to quickly find contacts who have (or haven't) been onboarded to Introzy.
Saving and Using Views
Views let you save a filtered or sorted People list so you don't have to re-apply settings each time.
Apply your desired filters and/or sort.
Click Save View (appears in the top right when filters/sort are active).
The view is saved as a tab next to "All People" and is visible to all users in your workspace across sessions.
To create a fresh view from scratch, click + New view next to the existing view tabs.
FAQ
Can I add a person without a company? No. Company Name is a required field in the Create Contact modal. You must enter a value to save the contact — enter a placeholder if needed and update it later.
Can I change a person's email address? Only for contacts with a "Contact Only" status. Open their profile, click Edit in the Details section, update the Email field, and click Save Changes. If the contact has "Has Introzy Account" status, the email field is locked and cannot be changed.
Can I import people without creating new company records? Yes. Use the Contacts Only template in Bulk Upload. This template is designed for adding individuals to companies that already exist in your workspace.
Can I assign multiple Relationship Managers to one person? No. Each person can have only one Relationship Manager at a time. This is set via the inline dropdown in the person's detail panel.
Can I see all referrals a person is involved in? Yes. Open their profile and scroll to All Pipeline Opps — this section lists every referral opportunity linked to this person, with their role (seeker, solo provider, connector) and current stage.
Can I bulk delete people? No. People must be deleted one at a time from the Actions menu within each person's detail panel.
Can I export the People list to a CSV? No. There is no export option in the People section.
What is the BCC address in a person's Details? Each contact has a unique BCC email address. When you BCC this address on any external email you send, that email is automatically logged to the contact's activity in Introzy — making it easy to track communications without doing anything manually.
What happens when I delete a person? Deleting a person permanently removes them and all their associated data — including connections, documents, and notifications. Any referral opportunities they were part of will also be affected. This action cannot be undone.