📝 Overview

The CRM in Marketing Suite is where all of your contacts live. From here you can view and update contact details, organise people into lists, log activity, and launch campaigns and automations for the right audience.

This guide covers finding and managing your contacts, organising them with lists, and importing or exporting contact data.

🎬 You can also watch the video tutorial here.

📍 Where to Find Your Contacts

Your contacts are stored in the CRM area of Marketing Suite. To view them, click CRM ➜ Contacts in the sidebar. Each contact has a profile where you can see their details, activity history, tasks, and campaign status.

🛠️ Managing Your Contacts

From the Contacts page you can create new contacts, search and filter your existing ones, and open any profile to make changes. The sections below walk through each of these in turn.

⚠️ Please don't edit a contact's lifecycle stage in Marketing Suite.

Lifecycle stages are managed by your TeamUp account. To move a contact to a different stage, update their CRM status in TeamUp and the change syncs across automatically.

The same applies to renaming stages, which is done by editing your CRM statuses in TeamUp. Changes made directly in Marketing Suite aren't reflected in TeamUp and can stop your lists and automations working as expected.

Click the arrow to learn more about managing your contacts

➕ Creating a contact

To add a contact manually:

Go to CRM ➜ Contacts.
Click Create contact in the top-right corner.
Fill in their name, email, and phone number. Adding an email address is recommended.
Save the contact. The system checks for duplicates automatically.

🔎 Searching, filtering, and sorting

You can search the Contacts table by first name, last name, email, or phone number. Use Add filter to narrow the table down by tags and other fields, and sort columns to find the records you need. Checking the last activity date is a quick way to spot contacts who may be due a follow-up.

👤 The contact profile

Click any contact to open their profile. From there you can:

Edit their details and fields.
Log activity such as notes, emails, calls, and meetings.
Create tasks for follow-up and assign them to your team.
Schedule, pause, or resume campaigns for that contact from the Campaigns section of their profile.
Hide or reorder the fields shown on the profile using Organize Layout.

⚠️ Organize Layout changes how fields are displayed. Please don't edit the fields that sync from your main account, or the lifecycle stage, as this can stop your lists and automations working as expected.

🗂️ Organising Contacts With Lists

Lists let you group contacts into meaningful segments for campaigns and automations. To create one, go to CRM ➜ Lists, click Create, and choose the type of list you need.

Static Lists	You add or remove members manually. Ideal for fixed groups, such as attendees of a specific event or a one-off promotion.
Smart Lists	You define rules, and the list updates automatically as your data changes. Ideal for ongoing segments, such as contacts who opened a recent email.

💡 Lists are the building blocks for your email campaigns. Once a campaign is published, you can add a whole list to it from the list's More actions menu in CRM ➜ Lists, so it's worth creating your key segments first. For the full steps, see the campaigns guide here.

📥 Importing and Exporting Contacts

You can bring contact data into Marketing Suite in bulk, and export it back out whenever you need to.

Click the arrow to learn more about importing and exporting

📥 Importing contacts

You can add contacts in bulk by uploading a CSV file from the Import page.

⚠️ Importing contacts who aren't in your main customer list?

Set their Contact Lifecycle stage to Lost (or your renamed equivalent) in your CSV to keep them in Marketing Suite only.

Otherwise, they're created in your main customer list as Leads. For the full steps, see the Import Tool guide here.

Go to CRM ➜ Contacts and click Import.
Click Start an import.
Upload a CSV file (up to 5 MB) and map your columns to contact fields. You can also map columns as tags during this step.
Review your import, choose whether to tick Update existing customers, and click Finish.

Contacts are matched by email address. If you tick Update existing customers, matching records are updated with the new information from your file, and if you leave it unticked, duplicates are skipped.

⚠️ Updating existing contacts during an import will overwrite the mapped fields on matching records. If you're unsure, export a backup of your contacts first.

📤 Exporting contacts

In CRM ➜ Contacts, set any filters you need.
Select the checkbox at the top-left of the table, then choose Select all or tick specific rows.
Click Actions ➜ Export. You'll receive a notification when your CSV is ready to download.

Exports respect your current filters, so only the rows displayed are included.

❓ Frequently Asked Questions (FAQs)

Find answers to common questions or additional details that may not be covered in the main instructions.