Manage your contacts and companies

Updated July 2026

You'll learn how to: Open the People table, switch between People and Companies, search and filter, save reusable views, change between List and Kanban layouts, and add a new contact or company from scratch.

Time: 10 minutes the first time. Comes back as muscle memory.

Prereqs: You have at least one contact in Nynch. New to Nynch? Start with Importing your network.

Where the table lives

In the left sidebar, click People, then open the People tab. The full working table loads.

Contacts table showing Name, Email, Title, Company columns with toolbar at top

The People section is where you do every "list-of-records" operation: viewing, filtering, bulk-editing, merging duplicates, importing, exporting, and switching between People, Companies, Meetings, and Activities.

If you came in from somewhere else (a saved view, a notification, a search result) and want to get back to the default list, click People in the sidebar again and open the People tab.

The tabs across the top

The People section has a row of tabs in the top-right of the header that pick what you're looking at:

Messages - your unified inbox, with Email, LinkedIn, and Templates sub-tabs.
People (default) - the working table of your contacts.
Companies - the same table view for the organisations your contacts work at.
Meetings - meetings captured from your connected calendar.
Activities - a log of recorded touches (calls, notes, logged actions).

Companies are not a separate sidebar item; this tab is the only way to get to them. The rest of this article focuses on the People and Companies tabs, which use the same table machinery.

Toolbar tour

Left to right on the toolbar:

Saved views picker (labelled with the current view, e.g. All People) - switch between saved views, or Save as new view. The default view is "All People" with no filters.
View - opens a popover with Sort, Filter, and Fields tabs (choose which columns show, filter the rows, and set the sort).
+ New Contact (or + New Company on the Companies tab).
Search - searches name, email, company, and the visible columns.
List / Kanban toggle.
More menu (three horizontal dots) on the far right - holds Import CSV, Import History, Export CSV, and Settings.

To filter by owner in a shared workspace, open View → Filter and add an Owner condition. See Filter the People table by owner.

Add a contact

Make sure you're on the People tab.
Click + New Contact in the toolbar.
The Create Contact form opens in a dialog. Fill in the fields:
- Name (required). Full name.
- Title. Their job title.
- Email. Primary email. You can add more email addresses with the + button below this field.
- Phone. Primary phone.
- Company. Start typing; pick from existing companies or create a new one inline.
- Location. City, country.
- Bio. Free-form notes about the person.
- Tags. Pick from existing tags or type to add new ones.
Click Save at the bottom of the dialog.

The new contact appears in the table immediately. If you've imported the same email or LinkedIn URL before, Nynch detects a likely duplicate at submit and offers to merge instead of creating a new record. See Merge duplicate contacts for what that merge wizard does.

Add a company

Switch to the Companies tab.
Click + New Company (the button label updates with the tab).
Fill in the dialog (name, domain, industry, employee count, etc.) and click Save.

Most of the time, companies get created on the fly when you create a contact (via the inline "create company" option in the Company field), so the New Company button is for cases where you want to add an account before you have a contact at it.

Filter, sort, and choose columns

Click View in the toolbar. The popover has these tabs:

Fields

Tick the columns you want visible in the List view, untick the ones you don't. Common columns: Name, Email, Job title, Company, Owner, Phone, Tags, Rhythm, ICP Score, Engagement, Date added, Last interaction.

Filter

Add one or more filter conditions. Each condition is a (Field, Operator, Value) triple. Operators vary by field type:

contains
equals
starts with
greater than
less than
is empty
is not empty

When filters are active, a chip row appears showing each active filter with an X to remove it. Filtered counts replace total counts everywhere in the app while the filter is on.

Sort

Pick a column and a direction (ascending / descending). The current sort is also visible in the column header.

In Kanban view, a Group option lets you pick which field becomes the column dimension (rhythm for People, industry for Companies).

Save a view

Once you've got your filters, columns, and sort the way you want them:

Open the Saved views picker (the one showing the current view name).
Click Save as new view.
Name it (e.g. "Senior decision-makers, last contacted 30+ days ago"). Save.

Your view appears in the picker. Click it any time to restore exactly those filters, columns, and sort.

Switch between List and Kanban

The List / Kanban toggle on the toolbar flips between:

List - rows and columns, like a spreadsheet. Best for bulk actions, exports, and reading lots of records at once.
Kanban - cards grouped by the field you pick. Best for triaging by stage / rhythm / status.

Both views use the same filters and the same selection. Selecting cards in Kanban populates the same bulk-action toolbar described below.

Bulk actions

Tick the checkbox on any row to start a selection. A bulk-action toolbar slides up showing the count ("X selected") and these actions:

Edit Fields - bulk-edit one column across every selected record.
Assign to Rhythm - move all selected contacts into an engagement rhythm at once.
More dropdown - holds Merge Contacts, Add to Campaign, Email, Find Email, and Enrich.
Delete (red) - soft-delete with an Undo toast.

For details on each, see the dedicated articles:

Open a contact

Click a contact's avatar (in List) or a card (in Kanban) to open the full contact profile. It opens as an overlay. (Clicking the name cell instead lets you rename the contact inline.)

The profile has action buttons across the top (+ Deal, Rhythm, Enrich, Action, LinkedIn, Message, Email) and tabs for Details, Timeline, Outreach, and Social. From there you can:

Edit any field inline on the Details tab (including Tags).
See email history, meetings, notes, and the activity timeline.
See the deal history and ICP score breakdown.
Run AI actions (enrich, find email, draft a message).
Open the LinkedIn profile if one is set.

Close the overlay with Esc or by clicking the X. You stay on the same table position, so your scroll and selection are preserved.

Import and export

Hit the More menu (three dots) at the far right of the toolbar.

Import CSV opens the CSV import wizard. See Import contacts from a CSV.
Import History shows your past CSV imports with status badges and an option to undo a recent one.
Export CSV dumps the currently filtered and sorted table to a CSV file. The export respects your current view exactly.

Meetings and Activities tabs

The Meetings and Activities tabs use the same area for different surfaces:

Meetings lists the meetings Nynch captured from your connected calendar, with prep notes and AI briefings.
Activities shows your recorded touches and action items.

Your unified inbox (email and LinkedIn) lives on the Messages tab rather than here.

If something goes wrong

Symptom: "I clicked the Companies tab but I don't see any companies." → Fix: Companies are created automatically when you assign a company to a contact. If you've never set a company on a contact and never imported a company CSV, the list will be empty. Either add a company with + New Company, or import a company CSV.
Symptom: "My filters are gone after I refresh." → Fix: Filters are part of the saved view. To make them stick, save the filtered state as a named view via the Saved views picker.
Symptom: "The search bar doesn't find a contact I know exists." → Fix: Search matches the visible columns and the contact's primary email. Add the column you're searching by via View → Fields, or type part of the contact's email address.
Symptom: "+ New Contact button is greyed out." → Fix: You're on a tab other than People or Companies. Switch to the People tab.
Symptom: "I created a contact but it's not in my rhythm." → Fix: New contacts don't auto-join a rhythm. Either select them and use Assign to Rhythm in the bulk toolbar, or sort them into a rhythm from Nurture → Sort.
Symptom: "I deleted a contact by accident." → Fix: The Delete toast has an Undo button for a few seconds. After that, contacts are soft-deleted. Support can restore them within 24 hours.