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👤 Contacts & Companies

Managing your contacts, companies, imports, and exports.

Adding and Editing Contacts
How to add, edit, and manage contact records with statuses and lead sources.
Assigning Contacts & Changing Ownership
Use the Assign button on any contact to set or change who owns it, and understand who is allowed to.
Business Prospector: Find Local Leads
Search an area for businesses by category and import the ones you want as new leads.
Contact Detail Page
Explore the 360° contact detail page — notes, activities, follow-ups, deals, and more.
Contact Import Assignment & Round-Robin
Assign imported contacts to specific users or distribute via round-robin.
Contact Lists: Organising Contacts by Hand
Build named, hand-picked sets of contacts — how lists differ from tags and saved views, who can see them, and how to work one on the dialer.
Duplicate Detection & Merging
Find and merge duplicate contacts to keep your database clean.
Exporting Contacts
How to export your contact database as a CSV file.
Filtering, Saved Views & Bulk Actions
Learn to filter contacts, save custom views, and perform bulk operations.
Importing Contacts via CSV
Step-by-step guide to bulk importing contacts from CSV files.
Incomplete Contacts & the Needs Review Queue
Rows missing a first or last name are now imported and flagged instead of being thrown away.
Large Imports, Exports and Deletes
Big jobs run in the background in small, resumable steps and are recorded in the Audit Log.
Managing Companies
Create and manage company records, linking them to contacts and deals.