Adding contacts

To add a contact

1. Open Connect → Contacts.
2. Select Add contact.
3. Enter a Name. Email (optional) and Organization (optional) can be added too.
4. Select Add to Contacts.

To find and tidy contacts

1. Use Type, Stage and Tag to filter the list, or Search contacts.
2. If you see a line like "possible duplicates to review", select it to open Possible duplicates.

Good to know

• Adding someone sends no email. They won't know they were added.
• If the person is already in Contacts, nothing changes.
• People are also added on their own when they give, apply, register, subscribe, buy or message you, and when you add a team member.
• Import isn't available yet. It says "Coming soon".