Contacts

The Contacts tab is your CRM, with Contacts, Pipeline, Smart Lists and Custom fields views. Add people with Add contact or Import CSV, manage pipeline stages and lead scoring, and build Smart Lists that update themselves. Every text, reply and opt-out is tracked on the contact.

Walkthrough: import contacts from a CSV3 steps

1. In the Contacts tab, click ⬆ Import CSV (top-right).
2. In the Import contacts window, click Choose a file, or drag your file onto the drop zone. Use a CSV, Excel, or PDF file with a phone column. Ready maps the columns, dedupes and scrubs for you (CSV up to 100 MB, Excel or PDF up to 15 MB; drop several files to merge them).
3. Click Import contacts. Your people land in Contacts, ready to text.

Walkthrough: add one contact by hand3 steps

1. In Contacts, click + Add contact (top-right).
2. Enter a Phone *, the only required field. Add First name, Last name and Email if you have them (Add more details shows the rest).
3. Tick Consent confirmation (you have their prior express consent), then click Add contact.