People

The People page is your entire contact database in one view. Every lead, active client, past client, agent, and partner you work with lives here.

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Navigating the People page

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Viewing contacts

The default view shows All Contacts in a sortable table. You can switch between: Use the search bar at the top to find anyone by name, email, or phone number.

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Filtering

Click Filters to narrow your list by:

• Contact type (Lead, Client, Agent, Partner)
• Tags
• Pipeline stage
• Last contacted date
• Lead score (AI-generated)
• Assigned agent

Filters can be combined and saved as views.

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AI Suggestions tab

The AI Suggestions tab surfaces contacts that Winnie thinks need attention — leads who haven’t been contacted in a while, clients approaching key milestones, or prospects showing purchase signals.

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Adding a new contact

Click New Person in the top-right. Fill in:

• Name (required)
• Phone and Email
• Contact type — Lead, Client, Agent, Partner
• Source — How they found you (Referral, MLS, Website, etc.)
• Assigned pipeline stage
• Tags — Custom labels for filtering

Once saved, you’re taken to the Person Detail page where you can add notes, start a call, send an email, and more.

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Importing contacts

Use Import to upload a CSV file. Winnerr maps your columns to contact fields and flags duplicates before importing. You can also import directly from MLS or from the Chrome Extension when browsing listing sites. For a full walkthrough of the import process — column mapping, duplicate detection, and MLS imports — see Contact Import.

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AI Insights per contact

Every contact with at least a few interactions gets an Insights tab powered by Winnie. It includes lead scoring, engagement analysis, sentiment tracking, and recommended next steps. See Person Insights for details.

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Quick actions from the list

Hover over any row to reveal quick actions:

• Call — Opens the dialer pre-filled with their number
• Email — Opens a compose window
• Add to pipeline — Move them into a deal stage
• Star — Add to Favorites for dashboard access

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What happens to your contacts

Every contact has a full activity timeline that automatically populates with:

• Calls made and received (with transcripts)
• Emails sent and received
• Notes added
• Pipeline stage changes
• Deals linked
• Properties viewed or associated

No manual logging required.