Adding contacts correctly prevents duplicate records and makes audiences, journeys, and Customer 360 useful.

What this feature is for

• Adding contacts correctly prevents duplicate records and makes audiences, journeys, and Customer 360 useful.

When to use it

• You have a spreadsheet, signup list, event list, or manual lead to add.
• You want people available for CRM and engagement work.

Do it manually

1. Open Customers or Audience depending on your workflow.
2. Add contacts manually or start an import.
3. Map name, email, phone, company, and relevant fields.
4. Preview before saving.
5. Check for duplicates and list membership after import.

Ask Faster AI

Help me import these contacts. Map the columns, identify likely duplicates, and tell me what to review before saving them.

Review before saving or publishing

• Check that the right person, company, and opportunity are linked.
• Review recent timeline activity before assigning tasks or sending follow-up.
• Keep notes factual and customer-safe because teammates may rely on them later.

Common mistakes and fixes

• If a record looks incomplete, check related company, inbox, website activity, and plugin panels.
• If duplicate records appear, review candidates before merging.
• If a task is missed, confirm owner, due date, and reminder workflow.

Placeholder media

• Screenshot placeholder: Replace with an annotated screenshot of import or add contacts.
• Video placeholder: Replace with a short walkthrough showing the manual path and review step.

Related help

• Find and merge duplicate records
• Create an Audience