# Managing Contacts, Companies, and Activities Customer data becomes much more useful when it is clean and connected. #### Contacts

The Contacts area is where you manage the people connected to your business. You can usually: * view all contacts * search contacts * filter contacts * add contacts manually * import contacts from CSV * refresh synced contact data * export contacts * update contact details Typical contact details include: * full name * email * phone * company * tags * communication identity #### Importing contacts

If you already have customer data in a spreadsheet, use CSV import to bring contacts into the CRM faster.

Best practice before importing: * clean duplicate rows * standardize phone numbers and emails * confirm column names * test with a smaller sample if needed #### Companies

The Companies area helps you organize customer accounts at the business level. Use companies when: * you work with B2B customers * multiple contacts belong to one business * account ownership matters * you want a clearer view of organization-level relationships Company records can help your team understand: * which contacts belong to the same business * what work is happening for that account * who owns the account internally #### Activities The Activities area helps users monitor operational work across the CRM. Depending on the setup, it may include views for: * tasks * due items * reminders * workflow history * pipeline logs Use Activities when you want to understand what has happened recently or what needs follow-up next.