3.8 Importing and Adding Contacts (Recap)

(This section provides a brief summary; refer to Chapter 2.12 for Manual Entry and 2.13 for detailed CSV Import steps.)

There are two primary ways to get contacts into your Close Master database:

• Manual Add: Use the + Add Contact button (found in Contacts or the Quick Actions menu) to enter information for a single contact obtained offline (e.g., from a networking event, a referral call, an open house). Fill in their details (Name, Email, Phone), and crucially, assign an Owner and add relevant Tags (especially the Source). Save the record. The mobile app's Business Card Scanner is also useful for quick manual additions.
• Import Contacts (CSV): Use the Contacts → Import Contacts tool for uploading lists from spreadsheets (.csv format). CRITICAL: Prepare your CSV file meticulously following formatting rules (Header Row, E.164 Phone format, Tags comma-separated, Owner full name, Custom Field names match exactly). Upload the file → Carefully Map Fields → Configure Import Options (name the import, choose Create/Update/Both, check "Don't update Empty Values," optionally add Tags or add to Workflow, confirm consent) → Submit. Monitor the import progress and handle any errors via the Bulk Actions tab.