Contacts and companies

People

The People page lists every contact with their company, whether they have an open deal, when they were last touched, owner, and label. Search matches name, title, email, or company. Press C or use Add person to create one. There’s no sort control — the list orders by name.

A contact has a name, title (job title), email, phone, company, a free-text note, and any custom fields your workspace has added for contacts.

Companies

The Companies page lists name, contact count, open deal count and value, and when each was created. There’s no search, filter, sort, or create button here — a company is created automatically the first time you name it on a contact or a deal, not through a form of its own. You can export the full company list to CSV from Data → Import & export, alongside the contacts and deals exports.

Stakeholder roles

On a deal, each linked contact can carry a role describing their part in the buying decision. The roles are:

• Decision Maker
• Champion
• Technical Evaluator
• Procurement
• Finance / Legal
• Executive Sponsor
• Other

A role is per deal-contact pair, so the same person can be the champion on one deal and the technical evaluator on another. Companies linked to a deal don’t carry a role — only contacts do.

Keep-warm

A contact’s "last touch" is the most recent activity on any deal they’re linked to, not something tracked on the contact directly. On the People page, a contact with an open deal that hasn’t had activity in more than 7 days is shown in amber as a nudge to follow up. Contacts without an open deal don’t get this treatment — for them, NeoKivo instead offers a manual keep-warm reminder you can set from the contact page, since there’s no live deal for activity to attach to.

Filtering and bulk actions

The People page has a Has open deal toggle to narrow the list to contacts tied to an open deal, plus a toggle to show or hide archived contacts. Select one or more rows (click, shift-click for a range) to bring up Archive, Unarchive, and Delete as bulk actions. Deleting asks for confirmation. None of this — filtering or bulk actions — currently exists on the Companies page.