Ways to Add Records
- From the web app
- From anywhere: Click the + in the upper-right and choose Company, Deal, or Person.
- From list pages: Open Companies, Deals, or People and click the + Add button located in the top-right corner.
- From anywhere: Click the + in the upper-right and choose Company, Deal, or Person.
- Import in bulk
- File types: CSV, Excel, or vCard.
- Where to import: Go to the Companies, Deals, or People list and choose Import.
- New to importing? Click here for more information on importing.
- Add People via email.
- Create a person automatically: Email your new contact and BCC [email protected].
- What happens: We’ll create the person and log the email under their Activity.
- Add a lead by email: Send to [email protected]
- Heads up: Send from an email address listed in your My Profile settings.
- Create a person automatically: Email your new contact and BCC [email protected].
- From the mobile app
- Quick add: Tap the + icon at the bottom, choose Company, Person, or Deal, fill in details, then tap Save.
- Snap and add: Use the business card scanner (under +) to turn a card into a contact in seconds.
Here is more information on using the Business card scanner.
- Quick add: Tap the + icon at the bottom, choose Company, Person, or Deal, fill in details, then tap Save.
- Google or Outlook sync
- Connect contacts and calendar with our bi-directional syncs.
FAQs
Where do new records go?They appear in their list view: Companies, Deals, or People.
Can I create custom fields?
Yes—Admins can add and arrange fields in Account Settings > Data Entry > Add/Edit Forms.
Here is more information on form settings.
Will emails be logged automatically?
Yes, if you use BCC or have your email synced. They’ll appear on the related Person (and associated records).
Next Steps: Learn how Pipeline works with email here.