Terlido Help
Contacts

Contacts overview

Search, filter, add, edit, and remove workspace contacts.

Search, filter, add, edit, and remove workspace contacts.

Terlido Contacts screen with contact, list, and import controls
The current Contacts screen. Fictional demo contacts show the workflow without exposing customer records.
Contacts overview workflow diagram
A page-specific visual summary of the verified contacts behavior described below.

How to use it

Open Contacts. Use search or verification-status filters, then open a row or add a contact manually.

Two cells in a row do their own thing rather than opening the contact:

  • Company opens that company's details, the same panel the Companies screen opens.
  • Campaign goes to the campaign the contact is enrolled in.

A contact with no company on file, or in no campaign, shows those cells as plain text.

Important behavior

Contact deletion is history-safe: Terlido preserves communication and audit records while removing active contact data.

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