CRM6:301 of 5 in series

Importing and organizing your contacts

Name: Importing and organizing your contacts
Uploaded: 2026-09-05
Description: Upload a CSV, sync from your social platforms, or add contacts manually. Learn how to tag, segment, and search your entire contact list.

About this tutorial

Upload a CSV, sync from your social platforms, or add contacts manually. Learn how to tag, segment, and search your entire contact list.

Up next in CRM

Tags, segments, and smart lists

Organize your audience with custom tags and dynamic segments. Send the right message to the right people at the right time.

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