CRM Live

Contacts is Landing Zone's CRM — the record every other feature reads from and writes to. Batches pull audiences from it, the inbox threads conversations onto it, and Intelligence tools enrich it.

How it works#

The contact record#

Each contact carries standard fields plus custom fields you define, tags you can add or remove individually or in bulk, and notes for anything free-form. Tags and lists drive segmentation when you build batch audiences.

Properties on the record#

Real-estate context lives directly on the contact. Add a Property attaches a property to the record, and Additional Property and Additional Property Info hold further properties and their details. See add a property for the walkthrough.

Consent on the record#

Each contact's SMS and call consent status — UNVERIFIED, VERIFIED, or REVOKED — is stored with recorded proof: the source, date, and details. Imported and skip-traced contacts default to UNVERIFIED until an opt-in is recorded. See consent records.

Outreach history#

The record shows what has happened with this contact — messages sent and received, and calls with their dispositions — so anyone opening it sees the full history before acting.

Export and delete#

You can export contacts to CSV and delete records singly or in bulk. See export data.

When to use it#

Work from the CRM whenever you need the full picture of one person: before a call, while answering a reply, or when deciding whether a contact belongs in the next batch. Keep tags and custom fields current — they are what make segmentation useful later.

Limitations#

• Consent defaults to UNVERIFIED for imported and skip-traced contacts. Campaign SMS requires VERIFIED consent, so record opt-in proof before expecting those contacts to be eligible.
• Landing Zone stores what you put in it. Field accuracy and freshness are yours to maintain — see data accuracy.

Frequently asked questions#