# Contacts & segments (your CRM)

> Every buyer, lead, and subscriber lives in one list on the Marketing page. Contacts mostly fill themselves — a purchase adds the buyer automatically — and tags slice the list into segments you can target.

Last updated 2026-06-04 · Source: https://prolaud.com/help/marketing-contacts

On Marketing (/dashboard/marketing), the Contacts card lists everyone in your workspace's marketing audience with their name, email, tags, and where they came from (Source).

## Where contacts come from

- Purchases — when an order is paid, the buyer is auto-added (or updated) and tagged customer. No manual step.
- Opt-in / lead forms — a public form submission adds the person tagged lead.
- Manual — use the Email / Name / Tags row at the top of the card to add someone yourself.

> **Note:** Contacts are de-duplicated by email per workspace. Adding the same email again merges into the existing contact and unions the tags — it never creates a duplicate or wipes existing tags.

## Segments — filter by tag

- Below the search box is a row of Segments chips — All plus one chip per tag in your list.
- Click a tag (e.g. customer, lead, at-risk) to show only those contacts. Click it again, or All, to clear.
- Use the search box to narrow by name, email, or tag text on top of the chip filter.

Tags are the bridge to automations: an automation can fire 'when a contact gets the tag X', so the names you give tags here are the same ones you'll pick when building a rule.

## Related

- [Turn a tag into an action](https://prolaud.com/help/marketing-automations)
- [How the whole loop fits](https://prolaud.com/help/marketing-overview)
- [Find who's slipping](https://prolaud.com/help/engagement-analytics-hub)