Purpose: Contacts represent the individuals or customers you interact with and can be linked to Companies or other Custom Objects. Effortlessly manage your contact database by adding new contacts manually, via a quick-add option, or in bulk using a CSV file, ensuring your records stay organized and up-to-date

Contacts can be added to Agent CRM in three ways: manually, via a quick-add option or in bulk using a CSV file.

To successfully add a contact, you must provide at least one of the following mandatory fields: 

1. First Name

2. Last Name

3. Email Address

4. Phone Number

Hint: Not including email addresses may create duplicate records

Add a Contact Manually

Contacts can be added manually, one at a time, using these steps:

1. Select Data from the top menu bar

2. Go to Contacts tab

3. Click New Contact

4. Enter the contact information

5. Click Save

Quick Add a Contact

Basic details on contacts can be added from the All Contacts page, using these steps:

1. Select Data from the top menu bar

2. Click Contacts

3. To the left of the All Contacts table, click + Quick Add

4. Enter the contact's information

5. Click the ✓ to save each data point

Mass Upload Contacts through a .CSV File 

Large groups of contacts can be uploaded through .CSV Files, using these steps:

1. Select Data from the top menu bar

2. Go to Contacts tab  

3. Click the V icon next to the New Contact button

4. Select Upload Contacts

5. Click Download Template

6. Add Contact Data to the Template (Optional)

Standard Contact template contains a sample record that you will need to remove before uploading populated data file. Please use it as an example to structure your data

Attention: This step is optional. You may choose to upload your own data file, such as one exported from another CRM system

7. Analyze and Deduplicate Contact Data  

Contact Email is a primary key field and it is a required attribute during the upload. Please ensure that each contact email is unique. Review the entire dataset for duplicates before confirming the upload 

Note: Failing to remove duplicate email addresses or records may result in data loss, as Agent CRM will update only with the last record values in the data file

8. Apply Format to selected contact data fields and Save the file

Ensure that phone numbers are formatted precisely as specified in the template. Similarly, dropdown list values (e.g., Status fields) in your file must match the values in the Agent CRM field. Save the CSV file before uploading 

Attention: Failure to update required attributes to specified format will result in Agent CRM data loader process to mark record as an exception and skip record during the upload

9. Choose a .csv file  to Upload your data 

10. Confirm or Update data mapping options to upload data

Map CSV attributes with corresponding fields in Agent CRM and select an option for Conflict Resolution, then click Upload

Hint: If you are using a standard template and not your custom data file, mappings between file fields and Agent CRM contact fields will be set automatically 

11. Verify Results of the data upload process

Agent CRM will send you an email confirmation with a link to the file which will show record import status or exception