Mark Key Contacts on a Customer

Star the handful of people who actually matter at a customer, so your team isn't scrolling a list of forty contacts to find the decision-maker.

All People vs. Key Contacts

Tab

What it shows

All People

Everyone linked to the customer, key contacts included

Key Contacts

Only the people you've starred

Mark someone as a key contact

1. On the customer profile, go to the People tile.
2. Click the star ⭐ next to the person's name.
3. Add a relationship label — _primary decision-maker_, _internal champion_, influencer — or skip it.

The label is what makes this useful to everyone else. "Key contact" tells a teammate who to call; "primary decision-maker" tells them why.

Remove a key contact

1. Click the yellow star ⭐ next to the person's name.
2. Select Not a key contact.

The star returns to its default color.

Filter by key contacts

In the Activity Feed: open the People dropdown and filter to key contacts only.

In list views: go to the People list view, click the Columns icon in the upper right corner, and enable Customer Key Contact.

Need help? Contact support at customercare@pipelinecrm.com.