People & Communication
Contacts
The People tab is your central directory for everyone you do business with — sellers, buyers, tenants, vendors, contractors, and partners.
Adding Contacts
Manual Entry
Tap the + button on the People screen to add a contact:
•Name, phone, email (minimum one contact method required)
•Tags — free-form labels like "seller", "buyer", "contractor", "VIP"
•Notes — any relevant context
•Associated property — link to an address in your portfolio
CSV Import
For bulk additions:
1.Tap Import in the People tab
2.Select your CSV file
3.Map columns to Doughy fields (name, phone, email, address, tags)
4.Review the preview
5.Confirm the import
The system detects duplicates by phone number and email and prompts you to merge or skip.
From Other Sources
Contacts also get added automatically when:
•Someone calls or texts your Doughy number
•You receive an inbound lead from a campaign
•An agent creates a contact during research
Searching and Filtering
The search bar at the top of the People screen supports:
•Name search — type any part of a name
•Tag filters — tap tags to filter by category
•Temperature — filter by lead temperature (hot, warm, cold)
•Deal stage — filter by where the contact is in your pipeline
•Recent activity — sort by last interaction date
Temperature Badges
Every contact has a temperature that reflects their current engagement level:
•Hot — actively engaged, recent communication, high deal probability
•Warm — some engagement, needs follow-up
•Cold — no recent activity, may need reactivation campaign
Temperature updates automatically based on communication activity, or you can set it manually.
Quick Actions
From any contact card, you can:
•Call — tap to dial directly
•Text — opens a conversation thread
•Email — compose a message
•View deals — see associated properties and deal stages
•Add to campaign — include in a drip sequence
•Assign to agent — route to a specific AI agent for follow-up
Deal Tracking
Each contact can be linked to one or more deals. From the contact detail screen:
•See the current stage of each deal
•View communication history related to the deal
•Track notes and action items
•Monitor the AI agent's activity for this contact