Add a Single Person

1. Click the “+” icon located at the top of the page.
2. Select Person from the dropdown menu.
3. Fill out the New Person form with details like email, phone number, and title.
4. Hit Save. 

Pipeline CRM will check for duplicates using the Work Email field and confirm your new contact.

1. Go to the People tab.
2. Click Add new person (top right).
3. Complete the form and save.

Admins can customize the New Person form via Account Settings.
Click here for more information on how to edit forms.

Add Multiple People at Once

Before You Begin

• Prepare your contacts in a CSV or Excel file with a header row and one person per row.
• Not sure how? Explore our templates here.

Importing Your Contacts

1. Click the “+” icon located at the top of the page.
2. Select Import.
3. On the Import page, select "People."
4. Upload your file and follow the prompts to map your columns to Pipeline CRM fields.
5. Complete the import. You’ll receive a confirmation email with details, or an email if there are any errors.

Finding Your New Contacts

• Use the global search at the top to quickly find anyone.
• The People tab lists all your visible contacts.

What’s Next?

• Segment and save contact lists for calls or campaigns.
• Log calls, notes, and interactions.
• Set follow-up reminders.
• View the full history of activities under each contact’s profile.

• If you see a duplicate warning, double-check the email address.
• Import errors? Look for an email with a spreadsheet detailing what needs fixing.