The Contacts Tab in Deal Manager provides a searchable and filterable list of all contacts within the user's environment. These contacts are synced with Voyager and include detailed information and associations relevant to deals, tenants, and leads.
🔍 Filtering Contacts
At the top of the Contacts tab, users can apply filters to narrow down the list of displayed contacts.
Available Filters
Filters may include:
Name
Title
Type/Subtype
Employer
Markets
Industries
Labels
Desired Area
Last Activity
Associations (Tenant, Deal, Lead)
These filters help users quickly locate specific contacts or groups of contacts based on relevant criteria.
📋 Contact Columns Displayed
The Contacts tab displays the following columns for each contact:
Column Name | Description |
Name | Full name of the contact (clickable hyperlink) |
Title | Job title or role |
Type/Subtype | Classification of the contact |
Employer | Associated company or organization |
Associations | Linked Tenants, Deals, and Leads |
Desired Area | Preferred geographic area |
Markets | Markets the contact is associated with |
Industries | Relevant industries |
Labels | Custom tags or labels |
Last Activity | Most recent interaction or update |
📂 Viewing Contact Details
To view detailed information about a contact:
Click the Name hyperlink in the contact list.
This opens the Contact Detail Page, which includes:
Full contact profile
Activity history
Associated deals, tenants, and leads
Editable fields and notes
