# Managing Contacts, Companies, and Activities

Customer data becomes much more useful when it is clean and connected.

#### Contacts

<figure><img src="/files/xo08p3eNq9f4wwBMFMQF" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/O2fYUTQSRqIncBQ52yjW" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/5qEWQODW7nWi5GgO6v4R" alt=""><figcaption></figcaption></figure>

Best practice before importing:

* clean duplicate rows
* standardize phone numbers and emails
* confirm column names
* test with a smaller sample if needed

#### Companies

<figure><img src="/files/VQy5tibH4s1EnDUzNjbd" alt=""><figcaption></figcaption></figure>

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.

<figure><img src="/files/44x18UVnJs19Z4187qZP" alt=""><figcaption></figcaption></figure>


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