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    Manage Command Hub CRM Contacts in Corpus Christi

Contacts — Command Hub CRM
Docs › Command Hub CRM › Contacts

Manage Command Hub CRM Contacts in Corpus Christi

Use Contacts to manage the people you engage with. Create and update contact records, import and export in bulk, associate contacts with companies and opportunities, and take action with campaigns, lists, and tasks.

Why use Contacts?

  • Centralize people data for sales and marketing
  • Keep profiles up to date with default and custom fields
  • Start campaigns and automations from contact segments
  • Track activity and tasks to move deals forward

What’s Included with Contacts?

  • Contacts table and profile for searching, filtering, and editing records
  • Import and export to manage data at scale
  • Default fields (name, email, phone, lifecycle, UTM, source, etc.) and support for custom fields
  • Associations with companies, opportunities, tasks, and lists
  • Campaign actions including scheduling, pausing, or resuming campaigns

Contacts in Command Local CRM Help Coastal Bend Businesses Grow

View and manage contacts

  • Go to CRM > Contacts.
  • Search, sort, and filter the table to find the right records.
  • Click a contact to open the profile and edit details, log activity, and manage tasks.

Import contacts (and companies)

  1. In CRM > Contacts, click Import.
  2. Upload a CSV and map columns to contact/company fields.
  3. Review, choose whether to update existing matches, and finish the import.
Upload CSV interface for importing customer data in Command Local's CRM, emphasizing contact management and data mapping.
Warning: Updating existing contacts during import will overwrite the mapped fields on matching records (by ID, external ID, or email). Export a backup first if you’re unsure.
Note: Each contact should include at least one of: first name, last name, email, or phone. Company name is required for any new company rows created during import.

Export contacts

  1. In CRM > Contacts, select the checkbox at the top-left of the table.
  2. Choose Select all… > Export to export the displayed rows as CSV.
Contacts table in Command Hub CRM showing selected records with actions for managing local business branding and marketing campaigns.
Info: Exports respect your current filters and the set of rows displayed.

Start, pause, or resume campaigns

  • Open a contact profile and go to the Campaigns section.
  • Use the action menu to schedule, pause, or resume campaigns for that contact.
Campaign management interface showing options to add, pause, or view campaigns in Command Local's CRM for effective contact management.Contact profile interface showing options to pause campaigns for Aamrit Test A, relevant to CRM management in digital marketing.

Add contacts to lists or automations

  • From the Contacts table, select records and use actions to add them to a List.
  • Trigger or schedule automations for the selected list.
Email campaign settings interface showing recipient selection and sender information for local business branding in Coastal Bend.Campaign creation interface displaying "The Beacon Snapshots" and options for scheduling in a digital marketing CRM.Calendar interface for scheduling campaigns in Command Local's CRM, featuring date and time selection for effective digital marketing management.Email campaign setup interface with fields for campaign name, recipient selection, and sender details, illustrating CRM contact management.

Log activity and create tasks

  • On a contact profile, use the activity area to log notes, emails, calls, messages, and meetings.
  • Create tasks for follow-up and associate them with the contact (and related company or opportunity).

    • Frequently Asked Questions (FAQs)

    What file size can I import?

    CSV imports up to 5 MB are supported. Depending on fields, this typically allows tens of thousands of contacts per import.

    Can I import companies at the same time?

    Yes. During import, map CSV columns to either contact or company fields. New companies will be created when needed.

    Can I update existing contacts during import?

    Yes. Choose to update matches by ID, external ID, or email when reviewing the import.

    Can I automatically log emails?

    Yes. Set up email auto-BCC and forwarding so sales emails are captured to the appropriate contact records.

    Next:Companies in Command Hub CRM
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