Contacts
Contacts are the foundation of Cleo. Every person you work with — decision-makers, influencers, day-to-day contacts — lives here.
Importing Contacts
The fastest way to get started is a CSV import:
- Go to CRM > Contacts in your account
- Click Import in the top right
- Upload your CSV file
- Map the columns to Cleo fields (email, name, phone, company)
- Review the preview and confirm
Cleo deduplicates by email address, so you won't get duplicates on re-import.
Contact Fields
Every contact has standard fields (name, email, phone, address) plus custom fields you define. Custom fields let you track anything — industry, company size, contract value, preferred contact method.
Segments & Lists
Use Smart Lists to group contacts dynamically. A smart list is a saved filter — "all contacts in the US with deal value > $10k" — that updates automatically as contacts change.
Static lists are manual. Drag contacts in, or add them from the contact detail page.
Assignment
Assign contacts to team members to control who sees what. Users with the contacts.read.unassigned permission see all contacts; others only see their assigned ones.