The contacts list
The contacts list is your primary view for browsing, filtering, and bulk-managing contacts.Searching and filtering
Use the search bar at the top of the list to find contacts by name, email, company, or other text fields. For more precise filtering, open the filter builder to apply conditions across any column — for example, contacts tagged “investor” at companies in a specific industry, or contacts with a follow-up flag set. You can save a filtered view to the sidebar so you can return to it without rebuilding the filter each time.Sorting
Click any column header to sort ascending or descending. Useful columns to sort by include Last Interaction (to see who you haven’t spoken to recently) and Created (to review newly added contacts).Column customization
Click the Columns button to show or hide any column in the table. Orbis tracks dozens of data points per contact — from standard fields like email and title to enriched data like LinkedIn headline, inferred salary range, and sentiment — so you can tailor the table to show only what matters to you.Contact profile
Click any contact’s name to open their profile. The profile is organized into sections:Overview
Name, email, phone, company, title, location, and social links. Also shows enrichment status, source tags, and whether the contact is marked as a founder.
Interactions
A chronological timeline of every interaction logged with this contact — emails, meetings, calls, and notes — pulled from connected integrations or added manually.
Notes
Rich-text notes linked to this contact. You can create new notes directly from the profile or see notes linked from the Notes section of the app.
Tasks
Open and completed tasks associated with this contact. Create tasks from here to set reminders or track follow-ups.
Companies
The companies this contact is associated with. Clicking a company takes you to its profile.
Professional details
The profile also surfaces enriched professional data when available: LinkedIn headline and bio, years of experience, job role classification, industry, and inferred salary range.Tags and custom fields
Tags
Tags let you categorize and group contacts. You can apply multiple tags to a single contact. Tags created during a CSV import are automatically available in the filter sidebar as saved views. Your tags are private to you unless you are in an organization, in which case tags can be shared across the team.Custom fields
Custom fields let you capture any data that doesn’t fit a standard field. You can add custom fields to individual contact records and import them from a CSV. Common uses include lead source, deal stage, or any custom scoring you track.Interaction types
Orbis tracks the following interaction types in a contact’s timeline:| Type | Source |
|---|---|
| Synced from Gmail when Google is connected | |
| Meeting | Synced from Google Calendar |
| Call | Logged manually or via integrations |
| Note | Notes you create and link to the contact |
Sentiment tracking and relationship strength
When Gmail is connected, Orbis analyzes your email threads with each contact to produce relationship intelligence:- Overall sentiment — whether your recent communications have been positive, neutral, negative, or mixed
- Sentiment trend — whether the relationship is improving, stable, or declining
- Relationship health — a status of strong, stable, at-risk, or new
- Relationship score — a 0–100 score reflecting overall relationship strength
- Key topics — the subjects that come up most in your conversations
- Communication style — a summary of how this person typically communicates
- Urgency — whether any recent messages carry high, medium, or low urgency signals
- Needs follow-up — a flag raised when Orbis detects an unanswered message or open thread
Contact deduplication
When importing contacts or adding them manually, Orbis checks for duplicates by matching email addresses. If a contact with the same email already exists, the import merges the new data into the existing record rather than creating a duplicate. The import summary shows how many contacts were added versus merged.Deduplication matches on email. Two contacts with different emails but the same name will not be automatically merged.
Reminders and follow-up
You can set reminders on any contact in two ways:- Tasks — create a task linked to a contact with a due date and priority. Tasks appear in the contact’s profile and in the Tasks view.
- Follow-up flag — Orbis automatically sets a follow-up flag on contacts when it detects an unanswered message in Gmail. You can also set this flag manually.