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

# Contacts & Lists

> Work with leads, contacts, companies, tags, lists, attributes, and duplicates.

Work with leads, contacts, companies, tags, lists, attributes, and duplicates.

> **[Are there filters available for specific tags and/or custom fields?](https://developer.breakcold.com/help/contacts-lists/are-there-filters-available-for-specific-tags-andor-custom-fields.md)**
>
> Yes, you can filter leads using tags and certain custom fields to focus on specific segments.

> **[Can I add the same lead to multiple lists?](https://developer.breakcold.com/help/contacts-lists/can-i-add-the-same-lead-to-multiple-lists.md)**
>
> Can I add the same lead to multiple lists?

> **[Can I assign multiple owners to one lead?](https://developer.breakcold.com/help/contacts-lists/can-i-assign-multiple-owners-to-one-lead.md)**
>
> Breakcold now allows you to assign multiple owners to a single lead, making team collaboration easier.

> **[Can I attach multiple leads or companies to a deal?](https://developer.breakcold.com/help/contacts-lists/can-i-attach-multiple-leads-or-companies-to-a-deal.md)**
>
> Yes, you can. From the deal info page, you can add multiple people and companies directly.

> **[Can I automate actions based on a list?](https://developer.breakcold.com/help/contacts-lists/can-i-automate-actions-based-on-a-list.md)**
>
> Yes. Many systems allow you to set workflows or automation triggers that start when leads are added to or removed from a list.

> **[Can I bulk remove tags from leads?](https://developer.breakcold.com/help/contacts-lists/can-i-bulk-remove-tags-from-leads.md)**
>
> Yes, you can select multiple leads, and a bulk action menu will appear.

> **[Can I create dynamic lists that update automatically?](https://developer.breakcold.com/help/contacts-lists/can-i-create-dynamic-lists-that-update-automatically.md)**
>
> Yes. Dynamic lists update based on rules or filters you define, such as “all leads who opened an email in the last 7 days

> **[Can I filter leads based on activity or last interaction date?](https://developer.breakcold.com/help/contacts-lists/can-i-filter-leads-based-on-activity-or-last-interaction-date.md)**
>
> Currently, Breakcold does not support filtering leads directly by last interaction date or recent activity.

> **[Can I filter leads based on recent activity?](https://developer.breakcold.com/help/contacts-lists/can-i-filter-leads-based-on-recent-activity.md)**
>
> While you can’t directly filter leads by recent activity, the activity feed is automatically arranged based on the latest actions or events related to each lead so the most rece...

> **[Can I filter leads or conversations by tag?](https://developer.breakcold.com/help/contacts-lists/can-i-filter-leads-or-conversations-by-tag.md)**
>
> Absolutely. Just use the filter option in the leads or inbox view, then select the tag(s) you want to filter by.

> **[Can I filter leads using custom attributes?](https://developer.breakcold.com/help/contacts-lists/can-i-filter-leads-using-custom-attributes.md)**
>
> Yes! We've added an advanced filtering system so you can easily find leads based on any custom attribute you’ve set

> **[Can I import a contact and company at the same time? Will Breakcold automatically create both?](https://developer.breakcold.com/help/contacts-lists/can-i-import-a-contact-and-company-at-the-same-time-will-breakcold-automatically-create-both.md)**
>
> Yes! Breakcold will automatically create both the company and the contact.

> **[Can I import contacts or leads into a list?](https://developer.breakcold.com/help/contacts-lists/can-i-import-contacts-or-leads-into-a-list.md)**
>
> Yes. Use the import feature to upload a CSV or Excel file to a specific list.

> **[Can I import my leads and make sure they are mapped to existing companies in Breakcold?](https://developer.breakcold.com/help/contacts-lists/can-i-import-my-leads-and-make-sure-they-are-mapped-to-existing-companies-in-breakcold.md)**
>
> Yes! As long as the company name and LinkedIn company URL in your CSV file match those already in Breakcold, the leads will be mapped to the existing companies.

> **[Can I manage my tags in one place without going to lead profile?](https://developer.breakcold.com/help/contacts-lists/can-i-manage-my-tags-in-one-place-without-going-to-lead-profile.md)**
>
> Yes! Just go to Settings Tags to create, edit, or delete your tags all in one place.

> **[Can I search across all leads and companies at once?](https://developer.breakcold.com/help/contacts-lists/can-i-search-across-all-leads-and-companies-at-once.md)**
>
> The search can cover both leads and companies, allowing you to find any relevant records quickly.

> **[Can I sort leads by score or engagement level?](https://developer.breakcold.com/help/contacts-lists/can-i-sort-leads-by-score-or-engagement-level.md)**
>
> Yes! Sorting options include lead score, engagement metrics, and other relevant fields to help you prioritize your outreach.

> **[Can tags be applied automatically?](https://developer.breakcold.com/help/contacts-lists/can-tags-be-applied-automatically.md)**
>
> Tags can be applied manually for now, but in some systems (depending on your platform or integrations), automation rules may allow tagging based on actions or conditions.

> **[Does sorting affect filtering or search results?](https://developer.breakcold.com/help/contacts-lists/does-sorting-affect-filtering-or-search-results.md)**
>
> Sorting changes the order in which leads are displayed but does not affect which leads appear, filtering narrows down the list, while sorting organizes it.

> **[How can I create a new tag on a lead?](https://developer.breakcold.com/help/contacts-lists/how-can-i-create-a-new-tag-on-a-lead.md)**
>
> Navigate to the lead’s info page, click on the tag field, type the new tag, and a “Create” option will pop up.

> **[How can I delete notes from a lead card or lead profile?](https://developer.breakcold.com/help/contacts-lists/how-can-i-delete-notes-from-a-lead-card-or-lead-profile.md)**
>
> Go to the note you want to delete, hover your mouse over it, and the delete option will appear.

> **[How can I filter leads by List or Pipeline Status?](https://developer.breakcold.com/help/contacts-lists/how-can-i-filter-leads-by-list-or-pipeline-status.md)**
>
> You can apply filters almost anywhere in Breakcold: Filter by Lead List to focus on segments like “Warm Leads” or “Outbound Campaign.” Filter by Sales Pipeline Status (e.g., New\...

> **[How can I get LinkedIn info for a contact or lead I added manually?](https://developer.breakcold.com/help/contacts-lists/how-can-i-get-linkedin-info-for-a-contact-or-lead-i-added-manually.md)**
>
> Simply add their LinkedIn URL to their profile in Breakcold, and we’ll automatically fetch their LinkedIn details to update the contact for you.

> **[How can I make it so that when a lead is added to my pipeline, it appears at the top instead of randomly in the list?](https://developer.breakcold.com/help/contacts-lists/how-can-i-make-it-so-that-when-a-lead-is-added-to-my-pipeline-it-appears-at-the-top-instead-of-randomly-in-the-list.md)**
>
> Right now, the sort option isn’t available in the pipeline view, so new leads may appear in what seems like a random order.

> **[How can I make sure the meeting is synced in Breakcold for the contact I invited?](https://developer.breakcold.com/help/contacts-lists/how-can-i-make-sure-the-meeting-is-synced-in-breakcold-for-the-contact-i-invited.md)**
>
> Just make sure the contact exists as a lead in Breakcold, and that the email used in the meeting invite matches the one listed in Breakcold.

> **[How can I save or apply multiple filters at once?](https://developer.breakcold.com/help/contacts-lists/how-can-i-save-or-apply-multiple-filters-at-once.md)**
>
> You can apply multiple filters simultaneously by selecting them in the filter panel.

> **[How can I see everyone I’m tracking so I can clean up the list?](https://developer.breakcold.com/help/contacts-lists/how-can-i-see-everyone-im-tracking-so-i-can-clean-up-the-list.md)**
>
> You can use the "Tracking" filter to pull up the list of profiles you're currently tracking.

> **[How can I select leads and add a due date when creating a task?](https://developer.breakcold.com/help/contacts-lists/how-can-i-select-leads-and-add-a-due-date-when-creating-a-task.md)**
>
> How can I select leads and add a due date when creating a task?

> **[How do bulk actions work on lists?](https://developer.breakcold.com/help/contacts-lists/how-do-bulk-actions-work-on-lists.md)**
>
> Select multiple leads by checking their boxes, then choose the bulk action (like delete, move, assign tags/status, track) from the menu that appears.

> **[How do I add a symbol for my own currency that isn't listed?](https://developer.breakcold.com/help/contacts-lists/how-do-i-add-a-symbol-for-my-own-currency-that-isnt-listed.md)**
>
> Currently, we don’t support this directly in the UI.

> **[How do I add a tag to a lead?](https://developer.breakcold.com/help/contacts-lists/how-do-i-add-a-tag-to-a-lead.md)**
>
> Go to the lead's profile, click on the “Tags” section, and either select an existing tag or create a new one.

> **[How do I create custom fields or attributes from the People/Company section?](https://developer.breakcold.com/help/contacts-lists/how-do-i-create-custom-fields-or-attributes-from-the-peoplecompany-section.md)**
>
> From the People/Company Section 1. Go to the People section.

> **[How do I create, edit, and reply to notes?](https://developer.breakcold.com/help/contacts-lists/how-do-i-create-edit-and-reply-to-notes.md)**
>
> Where to find it Inside each lead's profile, go to the Notes section.

> **[How do I edit a tag?](https://developer.breakcold.com/help/contacts-lists/how-do-i-edit-a-tag.md)**
>
> You can edit a tag from two places: Lead Info Page: Go to the lead’s info page, hover over the tag name, and click the ellipsis (⋯) that appears.

> **[How do I export leads from the People section in Breakcold?](https://developer.breakcold.com/help/contacts-lists/how-do-i-export-leads-from-the-people-section-in-breakcold.md)**
>
> ✅ Tip: If you’ve applied filters (e.g., by tag or pipeline stage), only the filtered leads will be included in the export.

> **[How do I filter CRM analytics data in Breakcold?](https://developer.breakcold.com/help/contacts-lists/how-do-i-filter-crm-analytics-data-in-breakcold.md)**
>
> Available Filters Breakcold lets you customize your analytics view with easy-to-use filters: Date: Select any date range to focus on specific periods.

> **[How do I filter or sort a list?](https://developer.breakcold.com/help/contacts-lists/how-do-i-filter-or-sort-a-list.md)**
>
> Use the filter or sort icons at the top of the list.

> **[How do I filter search results after performing a search?](https://developer.breakcold.com/help/contacts-lists/how-do-i-filter-search-results-after-performing-a-search.md)**
>
> After searching, use the filter panel to narrow down results by criteria like lead list, status, or tags.

> **[How do I remove a lead from a list?](https://developer.breakcold.com/help/contacts-lists/how-do-i-remove-a-lead-from-a-list.md)**
>
> How do I remove a lead from a list? Open the list, find the lead, click the empty box next to the lead to display the bulk options, then click Remove from the list .

> **[How do I rename a list?](https://developer.breakcold.com/help/contacts-lists/how-do-i-rename-a-list.md)**
>
> 1. Go to the List 2. Hover on the three-dot menu (⋮) next to the list name.

> **[How do I search for leads quickly?](https://developer.breakcold.com/help/contacts-lists/how-do-i-search-for-leads-quickly.md)**
>
> Breakcold’s improved search bar lets you find leads by: Name (including composed names or accents) Company Tags It’s designed to be fast, accurate, and typo-friendly.

> **[How do I sort leads or companies by latest update or creation date?](https://developer.breakcold.com/help/contacts-lists/how-do-i-sort-leads-or-companies-by-latest-update-or-creation-date.md)**
>
> Use the Sort By dropdown in your lead or company list.

> **[How do I use custom fields when composing an email in the lead profile section?](https://developer.breakcold.com/help/contacts-lists/how-do-i-use-custom-fields-when-composing-an-email-in-the-lead-profile-section.md)**
>
> ⚠️ Important Make sure the custom field is not empty , if it's blank, the variable will not populate in the email.

> **[How does the ‘People’ section of a company work?](https://developer.breakcold.com/help/contacts-lists/how-does-the-people-section-of-a-company-work.md)**
>
> How does the ‘People’ section of a company work?

> **[How does the BetterContact bundle work if I already have an existing BetterContact account?](https://developer.breakcold.com/help/contacts-lists/how-does-the-bettercontact-bundle-work-if-i-already-have-an-existing-bettercontact-account.md)**
>
> If you already have a BetterContact account and decide to subscribe to the bundle, here’s how it works: 1.

> **[How to Add & Remove Leads to a Pipeline](https://developer.breakcold.com/help/contacts-lists/how-to-add-remove-leads-to-a-pipeline.md)**
>
> Add Leads to a Pipeline You can’t add leads directly from the pipeline view .

> **[How to add a lead to a company](https://developer.breakcold.com/help/contacts-lists/how-to-add-a-lead-to-a-company.md)**
>
> How to Add a Lead to a Company 1. Go to the lead’s profile.

> **[How to Bulk Add Tags to Contacts/Leads?](https://developer.breakcold.com/help/contacts-lists/how-to-bulk-add-tags-to-contactsleads.md)**
>
> You can do this from any list view (People, Company, or Pipeline).

> **[How to Create a Company?](https://developer.breakcold.com/help/contacts-lists/how-to-create-a-company.md)**
>
> There are two ways to create a company in Breakcold: Option 1: Create a Company from a Lead Profile Go to a lead’s profile.

> **[How to Create Custom Statuses](https://developer.breakcold.com/help/contacts-lists/how-to-create-custom-statuses.md)**
>
> How to Create Custom Statuses Custom statuses help you track where each lead is in your workflow.

> **[How to Delete a List](https://developer.breakcold.com/help/contacts-lists/how-to-delete-a-list.md)**
>
> ⚠️ If you don’t tick the box to delete leads, deleting a list will not delete the leads they’ll still be visible under “All Leads.” 1.

> **[How to Duplicate a List](https://developer.breakcold.com/help/contacts-lists/how-to-duplicate-a-list.md)**
>
> How to Duplicate a List ⚠️ The duplicated list will not include the leads — only the list setup and pipeline structure are copied.

> **[How to Filter Leads by Connection Strength](https://developer.breakcold.com/help/contacts-lists/how-to-filter-leads-by-connection-strength.md)**
>
> You can filter your leads by their connection strength to prioritize the ones with stronger engagement.

> **[How to remove OR merge duplicates?](https://developer.breakcold.com/help/contacts-lists/how-to-remove-or-merge-duplicates.md)**
>
> Step 1: Go to "Clean up Duplicates" Find it on the left side panel with the Eraser icon Step 2: Review the Duplicates Breakcold will list contacts it detects as potential duplic...

> **[How to Use the People Section](https://developer.breakcold.com/help/contacts-lists/how-to-use-the-people-section.md)**
>
> The People section is your main workspace for managing leads in Breakcold.

> **[If I import a contact with an existing email in Breakcold, will it detect the duplicate and ignore it?](https://developer.breakcold.com/help/contacts-lists/if-i-import-a-contact-with-an-existing-email-in-breakcold-will-it-detect-the-duplicate-and-ignore-it.md)**
>
> Breakcold will detect the duplicate, but instead of ignoring it, the system will merge the data with the existing contact record.

> **[Is it possible to create tags from the list view?](https://developer.breakcold.com/help/contacts-lists/is-it-possible-to-create-tags-from-the-list-view.md)**
>
> Yes, in the list view, you can click on the Tag column, type a new tag, and create it if it doesn’t exist.

> **[Is it possible to customize the sort order in my lead list?](https://developer.breakcold.com/help/contacts-lists/is-it-possible-to-customize-the-sort-order-in-my-lead-list.md)**
>
> You can select from preset sorting options (like ascending or descending by date or score), but custom multi-level sorting isn’t currently supported.

> **[Is there a shortcut for quick searching?](https://developer.breakcold.com/help/contacts-lists/is-there-a-shortcut-for-quick-searching.md)**
>
> Yes! Press ⌘K (Mac) or Ctrl+K (Windows) anywhere in Breakcold.

> **[Is there a way to track what beta features are coming?](https://developer.breakcold.com/help/contacts-lists/is-there-a-way-to-track-what-beta-features-are-coming.md)**
>
> Yes, just visit the Feature Preview section for a sneak peek of what’s coming next.

> **[What can I customize in the table view?](https://developer.breakcold.com/help/contacts-lists/what-can-i-customize-in-the-table-view.md)**
>
> What can I customize in the table view? You can customize your tables to better suit your workflow: Reorder and rename columns to match your preferences.

> **[What Do the Percentages Mean?](https://developer.breakcold.com/help/contacts-lists/what-do-the-percentages-mean.md)**
>
> Each stage can have a manual percentage showing the chance of closing a deal.

> **[What filters can I use in the task section?](https://developer.breakcold.com/help/contacts-lists/what-filters-can-i-use-in-the-task-section.md)**
>
> What filters can I use in the task section?

> **[What happens if I remove a lead from a list—are they deleted completely?](https://developer.breakcold.com/help/contacts-lists/what-happens-if-i-remove-a-lead-from-a-listare-they-deleted-completely.md)**
>
> No. Removing a lead from a list only removes their association with that list.

> **[What is a company in Breakcold?](https://developer.breakcold.com/help/contacts-lists/what-is-a-company-in-breakcold.md)**
>
> The Companies section displays leads that represent businesses, not individuals.

> **[What is a list in Breakcold](https://developer.breakcold.com/help/contacts-lists/what-is-a-list-in-breakcold.md)**
>
> A list is a way to group and organize your leads.

> **[What Is Duplicate Management?](https://developer.breakcold.com/help/contacts-lists/what-is-duplicate-management.md)**
>
> Breakcold helps you keep your data clean by detecting and managing duplicate records.

> **[What is Lead Source Tracking?](https://developer.breakcold.com/help/contacts-lists/what-is-lead-source-tracking.md)**
>
> Feature Preview What is Lead Source Tracking?

> **[What is the relation field for in the lead profile page?](https://developer.breakcold.com/help/contacts-lists/what-is-the-relation-field-for-in-the-lead-profile-page.md)**
>
> It shows the connection strength with a lead, scored from None to Strong .

> **[What’s the difference between a list and a segment?](https://developer.breakcold.com/help/contacts-lists/whats-the-difference-between-a-list-and-a-segment.md)**
>
> A list is usually static, manually created and managed.

> **[What’s the use of linking a contact or company to a deal in Breakcold?](https://developer.breakcold.com/help/contacts-lists/whats-the-use-of-linking-a-contact-or-company-to-a-deal-in-breakcold.md)**
>
> Linking a contact or company to a deal lets you see who the deal is connected with .

> **[Where can I manage company custom and native attributes?](https://developer.breakcold.com/help/contacts-lists/where-can-i-manage-company-custom-and-native-attributes.md)**
>
> Where can I manage company custom and native attributes?

> **[Where can I manage lead custom and native attributes?](https://developer.breakcold.com/help/contacts-lists/where-can-i-manage-lead-custom-and-native-attributes.md)**
>
> Where can I manage lead custom and native attributes?

> **[Where can I reorder the list for People, Company, Pipeline, and Deal all in one go?](https://developer.breakcold.com/help/contacts-lists/where-can-i-reorder-the-list-for-people-company-pipeline-and-deal-all-in-one-go.md)**
>
> You can now manage the list order for all these sections from one place.

> **[Where can I view all lead activity?](https://developer.breakcold.com/help/contacts-lists/where-can-i-view-all-lead-activity.md)**
>
> You can view all lead activity in the Lead Activity section within the lead profile, as well as in your Social Inbox .

> **[Why Are Some Leads Missing a Status?](https://developer.breakcold.com/help/contacts-lists/why-are-some-leads-missing-a-status.md)**
>
> Why Are Some Leads Missing a Status? If a lead has no visible status but shows up with a count, they’re probably in a pipeline in another list .

> **[Why can’t I see some leads in my list?](https://developer.breakcold.com/help/contacts-lists/why-cant-i-see-some-leads-in-my-list.md)**
>
> Leads may be filtered out due to active filters, permissions, or syncing issues.

> **[Why doesn’t a contact’s status or their company’s status carry over to the list field in a deal when you link them?](https://developer.breakcold.com/help/contacts-lists/why-doesnt-a-contacts-status-or-their-companys-status-carry-over-to-the-list-field-in-a-deal-when-you-link-them.md)**
>
> The list field on a deal is unique, so each deal can be tracked separately.

> **[Will emails from Office 365 sync with contacts in Breakcold?](https://developer.breakcold.com/help/contacts-lists/will-emails-from-office-365-sync-with-contacts-in-breakcold.md)**
>
> Yes! When your Office 365 email is connected to Breakcold via SMTP/IMAP or Microsoft 365 integration, your emails will sync automatically with the matching contacts.


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.