How to Add a Contact

Before you start

• Have your contact list ready if you are importing
• Make sure your team members are added first

Step-by-step

1. 1

   Add a single contact

   Open Contacts and click Add Contact. Enter the name, email and phone. Add any custom fields you need, like industry or source. Save the contact. It now appears in your CRM and can be used in workflows and pipelines.

2. 2

   Import contacts in bulk

   Open Contacts, click Import, and upload a CSV file. Map each column in your file to a field in the CRM. Review the preview, then confirm. This is the fastest way to bring in leads from a spreadsheet or another tool.

   Clean your spreadsheet first. Remove empty rows and make sure phone numbers include the country code.

3. 3

   Assign an owner

   Every contact should have an owner, the person responsible for following up. When you add or import a contact, set the owner field. You can also bulk-assign owners after import. A contact with no owner is a contact that gets forgotten.

4. 4

   Check for duplicates

   The CRM warns you if a contact with the same email or phone already exists. When importing, choose to update existing contacts instead of creating duplicates. Duplicates are the fastest way to send someone two messages by mistake.

Troubleshooting

Best practices

• Always assign an owner, even if it is you
• Add a source field so you know where each lead came from
• Import in batches of a few hundred to catch errors early

Next steps

• Read Creating a Pipeline to organise your sales process
• Read Managing Opportunities to move leads through your pipeline
• Read Automating Lead Follow-Up to reply instantly

Related tutorials

Frequently asked questions