Add and import contacts

Add one person

1. Open Contacts in your team and add a contact.
2. Fill in their name, email, phone and role.
3. Use Notes on their page for what stays true about them: who their manager is, what they asked for last time. Dated things like calls belong on their timeline.

Import many at once

Open the import from the add contact button. Organisations have the same importer in their Contacts. Pick a source:

• Spreadsheet files (CSV): drag in one or more files. For each, choose which column goes to which field. Aden fills in the ones it recognises, including LinkedIn exports, and marks its guesses so you can reject them. Columns with no matching field can come in as custom fields.
• Google Contacts: connect your Google account and pull in your address book, including your Google groups. Only contacts with an email address come across.
• People you've emailed: with Google connected, scan your sent mail. Aden lists everyone you've written to, most emailed first, leaving out people you already have and automatic addresses. It never reads your messages.

Before anything is saved, Aden checks every row for spam and duplicates, and you can edit any row.

Import into a group

Pick or create a group for every imported contact. Everyone on the list joins it, including people you already had (they aren't added twice). Then send a campaign to that group.

Related

• Send an email campaign