Knowledge base

Contacts & notes

Importing & merging contacts

Bring contacts in and keep them de-duplicated.

Import contacts in bulk, then keep them clean so each person's history stays in one place.

Merging duplicates

Settings → Contact Management finds and merges duplicate contacts (matching on name, emails, and phone numbers) and consolidates their conversations.

Lead sources

Settings → Lead Sources lets you tag where contacts came from, so you can segment and report on them.