Contacts can be added in both the Trackers and Contacts tabs. 
 

Adding a contact from the Contacts tab

 1   Go to the Contacts tab.

 2   Click Add Contact.

 3   Fill out the form, clicking Show More to add expanded details.

 4   Click Add.


To add a large number of contacts either copy and paste from a spreadsheet or import your contacts using one of two file types:
 

• Outlook export (.csv)
• Download a template and populate your data

To use the Import Contacts tool:

 1   Go to the Contacts tab.

 2   Click Import.

 3   Click Download Template.

 4   Fill out the ContactImportTemplate and save it as an .xlsx.

 5   Return to the Contacts tab.

 6   Click the Import button again, if necessary.

 7   Browse for or drag and drop your ContactImportTemplate. 

 8   Click Import.

If you have an Outlook contact export, browse or drag and drop it in the Contact Import window and click Import.

 

 

To paste from a spreadsheet:

 

 1   Compare the Contact tab to your spreadsheet and confirm they have the same column order. 

 2   Copy the contact information from your spreadsheet. If the Opportunities column contains an exact match for a Target in the Trackers tab, the contact will be automatically linked to that Target.

 3   Go to the Contact tab.

 4   Click Add Row, at the bottom.

 5   Click into the leftmost cell in the new row. This opens the cell to enter text, we don't want that.

 6   Press/type Esc. This exits the cell editor. The cell should now be surrounded by a solid border.

 7   Paste with Ctrl-v/Cmd-v.