Bringing your contacts in - Pacten Guides
Your contact book is the base everything else in CRM sits on — the pipeline, call logs and follow-ups all point at a person who is already in it. Until somebody is in here, the rest of CRM has nothing to work with.
You will find it under CRM → Contacts.
You can add people one at a time, or bring a spreadsheet in. If you are importing, you will be asked to match your columns to Pacten's — name, email, phone and company are the ones that matter; anything else can be added later.
Duplicates
A person is held once per email address and once per phone number in your workspace. If a row in your spreadsheet matches somebody already here, it updates them rather than creating a second copy — so importing the same file twice is safe.
Rows that cannot be imported are reported back to you with the reason, and the rest still come through. You do not have to fix the whole file before anything works.