Help Center

Contacts and CRM

Everyone who fills a form, books, buys or messages you: find them, tag them, import them and keep their history.

• Find people in your contacts listSearch, filter, choose columns and save the view as a Smart List so you can come back to it.
• Add a contact by handEnter a person yourself, with their value and tags, when they reached you by phone, in person or by referral.
• Use a contact's record and timelineEdit a person's details, change their stage, and read everything that has happened with them in one place.
• Import contacts from a CSV fileBring a spreadsheet of people into your contacts, match its columns, tag the batch and skip anyone you already have.
• Change, message or export many contacts at onceSelect people on the Contacts list, then tag, email, text, add to a workflow, archive or export them in one go.
• Tag contactsLabel people with tags so you can find them, message them as a group and start workflows.
• Keep notes and tasks on a contactWrite notes on a person, turn them into tasks with a due date and an owner, and work through everything due on the Tasks tab.
• Group contacts under a companyKeep a record for each business you deal with and attach the people who work there.
• Store extra details with custom fieldsKeep anything else you need on a contact, such as a membership number or a wedding date, and see which fields your account uses.
• Understand email unsubscribes and SMS and WhatsApp consentHow the app records who may be emailed, texted or sent WhatsApp messages, and how that decides who a bulk send reaches.
• Archive, delete or erase a contactHide people you no longer work with, remove empty records, or permanently erase someone's personal data on request.
• Merge duplicate contactsFind people who are in your contacts twice and join their records into one, history and all.