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Contacts
Add, import and organize the people you do business with.
5 articles
- Add a contactAdd a new person to your contacts by hand, with their details, tags and address.
- Import contacts from a CSV fileBring your existing customer list in from a spreadsheet, match the columns, and choose how to handle duplicates.
- Organize contacts with tags and smart listsLabel contacts with tags, then save filters as smart lists so the right people are always one click away.
- Create custom fieldsAdd your own fields to contacts or opportunities to store the details that matter to your business.
- Do Not Disturb and opt-outsHow to stop messages to a contact on certain channels, and what happens when someone replies STOP.