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Contacts

The contact record, importing and adding people, and keeping them organized with tags, notes, and tasks.

  • The contact record: what's stored and how it's organized

    A tour of the contact detail page — standard and custom fields, the activity timeline, tags, notes, and tasks — before you start adding or organizing contacts.

    7 min read · beginner
  • Add and import contacts

    Add contacts one at a time or bring in a whole list at once with a CSV import — including column mapping and how duplicates are handled.

    7 min read · beginner
  • Organize contacts with tags, notes, tasks, and communication preferences

    How to use tags, notes, tasks, and Do Not Disturb settings together to keep a contact list usable as it grows past a few dozen people.

    7 min read · beginner

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