What the Contacts Tab Does

The Contacts tab is where you manage every contact in your CRM. From the Contacts tab, you can add new contacts manually, import contacts from an external file or integration, view and edit individual contact records, organize contacts into lists, apply bulk actions to multiple contacts at once, and control which contact lists appear in the left-hand column.

How to Open the Contacts Tab

1. In the left-hand navigation menu, click Contacts to open the Contacts section.

   

   The left-hand navigation menu displays the main section options. The Contacts option is listed in the navigation. Clicking Contacts opens the Contacts section of the app.

2. The Contacts section opens. Your full list of contacts is displayed in the column on the left side of the screen. Contact lists are shown above the contact list in the left-hand column.

   

   The Contacts section displays the full contact list in the left-hand column. Clicking any contact in the list opens that contact's record in the panel on the right side of the screen.

How to Add a New Contact

There are two ways to add a new contact manually from within the app.

1. From the Contacts section: In the Contacts section, click the + icon at the top of the left-hand column and select Add contact from the menu that appears.

   

   The plus icon at the top of the contact list column opens a dropdown menu with the Add contact option. Clicking Add contact opens the new contact form.

2. From anywhere in the app: Click the + button in the top navigation bar — this is the Global Actions button — and select Contact from the menu.

   

   The Global Actions button is the plus icon in the top navigation bar. It is accessible from any section of the app. Clicking the Global Actions button opens a menu with the Contact option.

3. In the new contact form, fill in the contact's details. Select a contact type from the three available options: Lead, Customer, or Other. The contact type determines which default contact list the contact appears in.

   

   The new contact form displays input fields for the contact's name, email address, phone number, and other details. The contact type selector at the bottom of the form shows three options: Lead, Customer, and Other.

4. Click Save to create the contact. The new contact will appear in the contact list in the left-hand column.

   

   The Save button is located at the bottom of the new contact form. Clicking Save creates the contact record and adds the contact to the appropriate contact list based on the contact type selected.

How to Import Contacts

1. To start a contact import from the Contacts section, click the + icon at the top of the left-hand column and select Import contacts. Alternatively, click the Import Contacts button on the right side of the Contacts section.

   

   

   The Import contacts option is available in the plus icon dropdown menu and as a standalone Import Contacts button on the right side of the Contacts section. Both options open the import source selection screen.

2. On the import source selection screen, select the source of the contacts you want to import. Click the tab for Outlook, QuickBooks, or HubSpot to import from one of those integrations and follow the steps for that source. To import contacts from an Excel spreadsheet or a CSV file, click My spreadsheet and follow the file upload steps.

   

   The import source selection screen displays tabs for each available import source: Outlook, QuickBooks, HubSpot, and My spreadsheet. Select the tab that matches your import source to see the steps for that specific import method.

How to Open a Contact Record

In the left-hand column of the Contacts section, click on any contact's name to open that contact's record. The contact record opens in the panel on the right side of the screen and displays the contact's details, activity history, tags, and associated orders or notes.

Contact Lists

Your CRM includes several default contact lists and allows you to create custom lists. The Clients list automatically includes all contacts assigned the Customer contact type. The Leads list automatically includes all contacts assigned the Lead contact type. Custom lists can be created by filtering contacts based on field data, tags, or other criteria.

The contact lists panel in the left-hand column displays the default lists — Clients and Leads — and any custom lists you have created. Clicking a list name filters the contact list below to show only the contacts in that list.

To learn how to filter contacts and create custom contact lists, see how to create and manage custom contact lists.

How to Perform Mass Actions on a Contact List

Mass actions let you apply the same action — such as tagging, sending a broadcast, or adding to an automation — to multiple contacts at once without opening each contact record individually.

1. To select all contacts in the current list for a mass action, click the Select all checkbox at the top of the contact list. To select individual contacts instead of all contacts, click the contact icon to the right of each contact you want to include.

   

   

   The contact list displays the Select all checkbox at the top of the list for selecting all contacts, and individual contact icons on the right side of each contact row for selecting specific contacts.

2. After selecting contacts, the mass action options appear at the bottom of the page. The available mass actions are: Tag (apply or remove a tag from all selected contacts), Send broadcast (send an email broadcast to all selected contacts), Add to automation (enroll all selected contacts in an automation), Export (download the selected contacts as a file), and Delete (permanently delete the selected contacts).

   

   The mass action bar appears at the bottom of the Contacts section after contacts are selected. The bar displays five action buttons: Tag, Send broadcast, Add to automation, Export, and Delete.

How to Hide or Show a Contact List

1. In the left-hand column of the Contacts section, click View all contact lists to open the contact list management panel.

   

   The View all contact lists link is located at the bottom of the contact lists panel in the left-hand column. Clicking it opens the contact list management panel where all lists are displayed with their visibility status.

2. In the contact list management panel, click Toggle list visibility next to any list to show or hide that list in the left-hand column. Hiding a list removes it from the left-hand column view but does not delete the list or the contacts in it.

   

   The contact list management panel displays all contact lists with a Toggle list visibility button next to each list. Clicking the toggle button next to a list switches its visibility on or off in the left-hand column. Lists with visibility turned off do not appear in the left-hand column but remain accessible from the contact list management panel.