Contacts
Unified Contacts collect people linked from leads, guests, tenants, and property managers — separate from the Leads pipeline workspace.
What Contacts is
Contacts is a people directory derived from CRM and PMS relationships. Opening Contacts does not replace Leads (pipeline) or Bookings (stays).
- Sidebar → Contacts (requires contacts.view)
- Search and open a contact detail page
- See linked relationships (lead, guest, tenant, property manager) as shown on the detail page
- Continue messaging or lead follow-up from the related records when you have permission
Contacts vs Leads
- Leads — enquiry pipeline (Today / Table / Pipeline), assignment, follow-ups
- Contacts — durable person records and relationship links
- Guests — stay participants (often reachable from a stay or contact link; there is no separate Guests list route)
- Website Contact & enquiries — storefront capture into leads, not the Contacts module itself
Permissions
- contacts.view — open Contacts
- contacts.edit — edit/unlink actions when shown on contact detail
- leads.* / communications.* / stays.* still gate related workspaces
Typical workflow
- Step 1In Zyelra
Find the person
Open Contacts and search, or follow a link from a lead, stay, or tenant record.
- Step 2In Zyelra
Review relationships
On contact detail, confirm which lead/guest/tenant/landlord links exist before messaging or editing.
- Step 3In Zyelra
Act in the right module
Pipeline work stays in Leads; stay work stays in Bookings; messaging uses the inbox when providers are connected.