Svelto contacts are built to stay clean as you grow. Each record holds the essentials like name, email, and company, plus any fields your team needs to qualify and segment leads.

Start with a small set of fields that reflect how you work today. Add tags for quick grouping, then introduce custom fields only when you need consistent data for filtering, routing, or reporting.

Tags, fields, and segmentation

Use tags for flexible grouping like Partner, Trial, or Priority. Use custom fields for structured values like Region, Plan, or Lead score so your filters stay reliable.

When your list grows, save common views like Needs follow up or New leads this week. This keeps daily work fast and prevents your team from relying on memory.

curl -X POST "https://api.svelto.com/v1/inbox/threads/THREAD_ID/assign" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "owner_id": "USER_ID",
    "status": "Waiting"
  }'

curl -X POST "https://api.svelto.com/v1/inbox/threads/THREAD_ID/assign" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "owner_id": "USER_ID",
    "status": "Waiting"
  }'

curl -X POST "https://api.svelto.com/v1/inbox/threads/THREAD_ID/assign" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "owner_id": "USER_ID",
    "status": "Waiting"
  }'