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The Contacts section is where all your leads live. Every person the AI has ever texted, every lead you’ve imported, and every person who filled out a form — they’re all here.

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How to View Your Contacts

  1. Click Contacts in the left sidebar
  2. You’ll see a list of all your contacts
  3. Each row shows: name, phone number, email, tags, and when they were added
Click on any contact to see their full profile — including their conversation history, pipeline stage, and any notes.

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Searching and Filtering Contacts

Use the search bar at the top to find someone fast:
  • Type their name (first or last)
  • Type their phone number
  • Type their email

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Advanced Filters

Need to find a specific group of contacts? Use filters:
  1. Click the filter icon (funnel icon) next to the search bar
  2. Choose what to filter by:
    • Tags — Find all contacts with a specific tag (like “Hot Lead” or “Grade A”)
    • Pipeline Stage — Find contacts at a certain stage in your pipeline
    • Date Added — Find contacts added during a specific time period
    • DND Status — Find contacts who opted out of messaging
  3. Click Apply
Tip: Save filters you use often. This makes it easy to check on specific groups of leads without rebuilding the filter every time.

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Understanding Contact Fields

When you open a contact, you’ll see lots of fields. Here are the important ones:
FieldWhat It Means
NameThe lead’s first and last name
PhoneTheir phone number (this is where texts go)
EmailTheir email address (if you have it)
TagsLabels added to organize contacts (like “Grade A” or “Seller Lead”)
PipelineWhich pipeline they’re in and what stage they’re at
DND”Do Not Disturb” — if this is ON, the system will not message them
SourceWhere this contact came from (import, form, etc.)
Date AddedWhen this contact was added to your system

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Custom Fields

Your Revora system also has special fields that get filled in automatically:
Custom FieldWhat It Shows
Lead ScoreA number showing how interested this lead is
Lead TierHot, Warm, Nurture, or Cold
Origin DateThe date this lead was first contacted

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Importing Leads via CSV

This is how you add a batch of leads to your system at once. If you have a list from Skip Tracing, a lead provider, or a spreadsheet — this is how you get them in.

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How to Format Your CSV File

Your CSV file needs to have columns for the information you want to import. At minimum, you need:
  • Phone (required — this is how the AI texts them)
  • First Name (strongly recommended)
  • Last Name (strongly recommended)
  • Email (optional but helpful)
  • Address (optional — useful for property-based leads)
Example CSV layout: 
First Name, Last Name, Phone, Email, Address
John, Smith, 5551234567, john@email.com, 123 Main St Dallas TX
Jane, Doe, 5559876543, jane@email.com, 456 Oak Ave Houston TX

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Important CSV Rules

  • File must be under 30 MB
  • Only one sheet (no multiple tabs)
  • Phone numbers should be 10 digits (no dashes, no parentheses, no country code)
  • Make sure there are no extra spaces in phone numbers
  • Remove any duplicate phone numbers before importing

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Step-by-Step Import

  1. Click Contacts in the left sidebar
  2. Click the Import button (top right area)
  3. Click Upload CSV
  4. Select your file from your computer
  5. Map your fields:
    • The system will try to match your CSV columns to the right fields automatically
    • Check each mapping to make sure it’s correct
    • Phone should map to → Phone
    • First Name should map to → First Name
    • Last Name should map to → Last Name
    • If a column doesn’t apply, select “Don’t Map”
  6. Choose import options:
    • Create new records — Adds new contacts for numbers not already in the system
    • Update existing records — Updates info for contacts that already exist
    • Both (recommended) — Does both
  7. Check the box for “Don’t update empty values” — This prevents blank fields in your CSV from erasing data that’s already in the system
  8. Click Import
  9. Wait for the import to finish — you can check progress in Bulk Actions

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After Importing

  • Your new contacts will appear in the Contacts list
  • If you have automations set up, the AI will start reaching out to these contacts automatically
  • Check the Conversations tab after a few minutes to see the AI in action

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Common Import Errors and Fixes

ErrorHow to Fix
”Invalid phone number”Remove dashes, spaces, and country codes. Use 10-digit format only (5551234567)
“Duplicate contact”The system already has this phone number. Choose “Update existing” if you want to add new info
”File too large”Split your CSV into smaller files (under 30 MB each)
“Column not mapped”Go back to the mapping step and match each column to the right field
”Import stuck or failed”Go to Bulk Actions to download the error log. Fix the issues and try again
Video: Importing Leads — A walkthrough video will be added here soon.

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Adding a Single Contact Manually

If you want to add just one person:
  1. Click Contacts in the left sidebar
  2. Click the + Add Contact button (top right)
  3. Fill in their info:
    • First Name
    • Last Name
    • Phone Number
    • Email (optional)
  4. Click Save
The new contact will be added and the AI can start reaching out to them based on your automation settings.
Video: Managing Contacts — A walkthrough video will be added here soon.