Contacts, companies and lists

Contacts and Companies hold your data. You can organise contacts into Lists (for example by campaign, territory or segment) from the Contacts page, and superadmins can share a list with specific teammates. Edits to a contact's email or phone may require approval depending on your role.

Exporting contacts to CSV is controlled to protect your lead data: it requires the "Export Contacts" permission, which is off by default for EVERY role including Super Admin (grant it per role under Team in the Permissions tab; admins can grant it to their own role), and it is available on the Scout plan and above (the Free plan cannot export). The same rule covers exporting list views, People Search results and the suppression list, and every export is recorded in the audit log with who exported and how many rows. Report exports (such as the activities report) are controlled by the separate "Export Reports" permission.