Instance · CRM

Contacts

Last updated 5 November 2026

Contacts are the people in your CRM, with their details, their companies and any custom fields you add. This section shows you how to add, manage, import and export them.

Contacts IntroductionWhat a contact record holds.
Adding a ContactAdd a contact to the CRM.
Managing ContactsEdit details, activities, tasks and relationships.
Importing and Exporting Data for CRM ContactsMove contacts in and out in bulk with CSV files.