Customer data becomes much more useful when it is clean and connected.
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
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
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
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.
Last updated 3 months ago
