Contacts are the people you're reaching out to. Each contact belongs to your organization and is identified by a unique email address.
Adding a Single Contact
- 1
Go to Contacts → Add Contact.
- 2
Fill in the required email address.
- 3
Optionally add: first name, last name, company name, company domain, job title, department, phone numbers, address, LinkedIn URL, website URL, timezone, source, tags, and notes.
- 4
Click 'Create Contact'.
Bulk Import via CSV
- 1
Go to Contacts → Import CSV.
- 2
Upload your CSV file.
- 3
Map CSV columns to contact fields (email, firstName, lastName, etc.).
- 4
Preview the import to check for errors.
- 5
Confirm the import.
Contact Fields Reference
| Field | Required | Max Length | Notes |
|---|---|---|---|
| Yes | — | Must be unique within your organization. | |
| First Name | No | 255 | |
| Last Name | No | 255 | |
| Display Name | No | 255 | If not set, derived from first + last name. |
| Company Name | No | 255 | |
| Company Domain | No | 255 | |
| Job Title | No | 255 | |
| Department | No | 255 | |
| Phone (Work/Mobile/Other) | No | 50 each | |
| Address fields | No | Various | Line 1, Line 2, City, State, Postal Code, Country. |
| LinkedIn URL | No | — | Must be a valid URL. |
| Website URL | No | — | Must be a valid URL. |
| Timezone | No | 100 | |
| Source | No | 255 | Where the contact came from. |
| Tags | No | 100 per tag | Comma-separated strings. |
| Notes | No | 5000 |
Contact emails must be unique within your organization. Trying to add a duplicate email will result in a conflict error. Use the 'Skip Duplicates' option during CSV import to handle this gracefully.
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