Contacts

Contacts & CSV import

Organise your clients by category, import from CSV or WhatsApp, and surface your hottest leads.

Contact categories

Every contact in LeadHive belongs to one or more categories. Categories control which tab a contact appears on and what fields are most relevant to them.

Buyer Seller Renter Landlord
  • Buyer — clients actively looking to purchase. Capture their budget, preferred areas, property types, and bedroom requirements.
  • Seller — clients who own property they want to sell. Link their listed properties directly from the contact card.
  • Renter — clients looking for rental accommodation. Similar fields to buyers but budget represents monthly rent.
  • Landlord — property owners seeking tenants. Link their rental properties from the contact card.

A single contact can belong to multiple categories — for example, a client who wants to sell their current home and buy a new one would be both a Seller and a Buyer.

Add a contact manually

Open the Contacts tab and click the + button to open the Add Contact dialog. Fill in the fields relevant to this contact:

  • Name and Surname
  • Phone number — used for WhatsApp matching
  • Email address
  • Categories — select one or more from Buyer, Seller, Renter, Landlord
  • Budget range — minimum and maximum (purchase price or monthly rent)
  • Preferred areas — suburbs or neighbourhoods this contact is interested in
  • Preferred property types — House, Apartment, Town House, Land, or Commercial
  • Salary — optional; used for affordability matching
  • Notes — any additional context about this contact

Once saved, LeadHive automatically runs the matching engine and surfaces properties that fit this contact's criteria.

Bulk CSV import

If you have an existing contact list in a spreadsheet, you can import it all at once using a CSV file. LeadHive accepts a drag-and-drop CSV file on the Contacts page.

1 Prepare CSV match column headers 2 Drag & drop onto Contacts page 3 Review contacts imported successfully

Expected CSV format

Your CSV file must include a header row. The following columns are recognised:

name,phone,email,categories,min_budget,max_budget,interest_areas,notes
"Sarah Johnson","+27821234567","sarah@example.com","Buyer","1500000","2500000","Sandton,Rosebank","Looking for 3-bed"
"Mark Peters","+27831234567","mark@example.com","Seller,Buyer","","","","Selling in Fourways"
  • name — full name (required)
  • phone — international format recommended (e.g. +27821234567)
  • email — email address
  • categories — comma-separated list: Buyer, Seller, Renter, Landlord
  • min_budget / max_budget — numeric values, no currency symbols
  • interest_areas — comma-separated suburb or area names
  • notes — free text; wrap in quotes if it contains commas

A sample CSV file is available in the LeadHive repository at sample_contacts.csv to use as a template.

Duplicate phone numbers are detected on import. If an incoming row matches an existing contact's phone number, the import will skip that row rather than create a duplicate. Review the import summary to see any skipped rows.

Mark as Lead

The Lead flag surfaces your most important contacts in the Leads filter tab, separating them from the general contact list.

  • Open any contact card and toggle the Lead switch to mark them as a lead.
  • You can also mark a contact as a lead directly from a WhatsApp conversation card — without leaving the WhatsApp view.
  • Leads appear with a Lead badge and are accessible via the dedicated Leads tab at the top of the Contacts page.
  • Remove the Lead flag the same way — toggle it off from the contact card.

WhatsApp contacts

When LeadHive's WhatsApp integration is active, contacts are created automatically from incoming conversations. See the WhatsApp Integration guide for setup instructions.

WhatsApp-sourced contacts are identified by a WhatsApp badge on the contact card. They include data inferred from the conversation by LeadHive's NLP engine:

  • Budget range — extracted from price mentions in the conversation
  • Property type preferences — e.g. "looking for a house" or "need a 3-bed apartment"
  • Location interest — suburbs and areas mentioned in messages
  • Bedroom/bathroom requirements — from conversation context
  • Salary and job title — if mentioned in chat
  • Contact type — buyer, seller, renter, or landlord, inferred from intent

You can review and edit any inferred field from the contact detail view. WhatsApp contacts participate in the same automatic matching engine as manually created contacts.

Multi-select & batch operations

Hold Shift and click to select a range of contacts. Selected contacts can be:

  • Dragged to a different category tab to reassign them
  • Dragged to the Shared tab to share all selected contacts with your partner at once