In this article, we will explain how to add contacts into your CRM to start managing your relationships one on one.
There are multiple options to add contacts into your CRM:
Add existing contacts into your CRM
Copy an entire list
To copy an entire list:
- Go to CRM
- In CRM Contacts, click Import contacts
- Click Select existing contacts
- Choose Select an entire list.
- In the From dropdown menu, select the contact list you want to copy into your CRM
- In the CRM list dropdown menu, select the CRM list you want to add your contacts in
- Click Add existing contacts
Copy specific contacts
To copy specific contacts:
- Go to CRM
- In CRM Contacts, click Import contacts
- Click Select existing contacts
- Choose Select specific contacts
- In the From dropdown menu, select the contact list that contains the specific contacts you want to copy into your CRM
- In the Selection dropdown menu, select your search criteria from the attribute list
- Enter your keyword and click Search
- Select one or several contacts from the search results
- In the CRM list dropdown menu, select the CRM list you want to add your contacts in
- Click Add existing contacts
💡 Good to know
Only contacts that are not already in your CRM list will be copied.
Add new contacts into your CRM
Create a new contact manually
- Go to CRM
- In CRM Contacts, click Create a contact
- Fill in the following fields:
- Click Show all attributes to fill in your additional contact attributes
- Click Create a contact
Import new contacts from a file
Importing new contacts into your CRM is possible by file upload or copy/paste. You can map your attributes and your contacts details before adding your contacts to your CRM list.
The Copy/Paste feature allows you to copy and paste your contacts from a file. Watch this video to learn how to import new contacts into your CRM using the Copy/Paste feature:
The Upload a file feature allows you to import your contact list formatted as a CSV or TXT file into your CRM. Read our Importing your contacts into SendinBlue article to learn how to use the Upload a file feature.
⏩ What's next?
- Move a CRM contact from one list to another
- How to modify a CRM contact's information
- How to customize columns in CRM contacts page?
🤔 Have a question?
If you have a question, feel free to contact our support team by creating a ticket from your account. If you don't have an account yet, you can contact us here.