Add Contacts

Contacts are the customers you interact with. Contacts can be associated with Companies as well as other Custom Objects. 

Contacts can be added to Kizen in three ways:

1. Add a contact manually
2. Quick add a contact
3. Mass upload contacts through a .CSV file 

In order to add a contact you must enter at least one of the following:

1. First Name
2. Last Name
3. Email Address
4. Phone Number

Hint: Not including email addresses may create duplicate records.

Add a Contact Manually

Contacts can be added manually, one at a time, using these steps:

1. Select Data from the top menu bar.
2. Click Contacts.
3. Click New Contact. 

4. Enter the contact information.
5. Click Save. 

Quick Add a Contact

Basic details on contacts can be added from the All Contacts page, using these steps:

1. Select Data from the top menu bar.
2. Click Contacts.
3. To the left of the All Contacts table, click + Quick Add. 

4. Enter the contact's information
5. Click the ✓ to save each data point. 

Mass Upload Contacts through a .CSV File 

Large groups of contacts can be uploaded through .CSV Files, using these steps:

1. Select Data from the top menu bar.
2. Click Contacts.
3. Click the V next to New Contact
4. Select Upload Contacts