What is the Contacts section?

Contacts is your CRM in LevelUp Demo — the central place to manage and track all your contacts in one place. Every lead and customer lives here, whether they were auto-qualified from the Inbox, added manually, or created when you scheduled a demo.

Open it from Contacts in the left menu.

What the Contacts page shows

• A contacts table with columns for Added, Contact, Company, Status, Source, Assigned, and Actions.
• Pipeline tabs across the top (All, New, Demo scheduled, Demo done, In follow-up, Interested), each showing a count. See Contact status pipeline tabs.
• A search box and filters for type, status, assignee, and archive state. See Searching and filtering contacts.
• A + New Contact button to add a record manually. See Adding a new contact manually.

What you can do from here

• Open any contact to view its full detail page — customer info, quick actions, AI company summary, the meeting recording, and tabs for Demo Pulse, notes, actions, emails and activities. See Viewing a contact detail page.
• Update a contact's type, status, product, and assignees.
• Schedule demos, log notes, create tasks, and send emails.
• Review the AI breakdown of their last recorded demo — see Demo Pulse.

Note: What you see depends on your role. Account Owners see all company contacts; Sales users see the contacts relevant to them. See Understanding your user role.