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Contacts ​

The Contacts page displays all contacts in your Zoho CRM with their key information.

Displayed Data ​

ColumnDescription
NameContact's first and last name
EmailPrimary email address
PhonePrimary phone number
CompanyAssociated Account
OwnerResponsible CRM user
CreatedCreation date in Zoho CRM

Filters ​

  • Filter by owner
  • Filter by associated account
  • Text search on name and email

Export ​

Export your contacts as CSV, Excel, or PDF using the toolbar Export button. The export respects active filters.

AI Assistant ​

The AI assistant can query contacts via the get_module_count tool to get aggregated statistics.