Sign in to your workspace in another tab. Use a test contact or low-risk example whenever the guide asks you to check a customer-facing step.
Follow this path in your workspace
Contacts → Smart Lists → Add Contact
Step by step
- 01
Open Contacts, then Smart Lists, and search by name, email, phone or business before creating a record so you do not add a duplicate.
- 02
Choose Add Contact for one person or Import for a prepared CSV, then store the core details, source, owner and any custom fields your process needs.
- 03
Open a contact record: use the left panel for fields and tags, the center panel for conversations and activity, and the right panel for opportunities, appointments, documents and payments.
- 04
Return to Smart Lists and use Advanced Filters to combine field, date, number, communication-preference and related-record rules with AND or OR logic.
- 05
Before deleting a record, confirm it is no longer required: related conversations, notes, opportunities, tasks and appointments are removed with it, although restoration may be available for a limited period.
Small details that make this work better
- Use fields for facts and tags for temporary grouping.
- Search before adding a new contact manually.
- Keep consent and communication preferences accurate.