Core (CRM & Workspace)
Contacts, companies, campaigns, funnels, and your unified inbox.
Articles
Import and export contacts with CSV
Use the CSV wizard to add contacts or update matching contacts in bulk. Export downloads the contacts that match your current search and filters.
Review a contact record
Open a contact to review their details, activity, communications, and related work in one place. This example reviews Core Demo Avery, whose record is linked to Summit Demo Company.
Organize contacts with lists
Lists group contacts for use elsewhere in your account, including campaign audiences. Choose a static list to select members yourself, or a dynamic list to let filters determine membership.
Find contacts and save a view
Use search and filters to narrow your contact list. Save a useful combination as a view so your organization can return to it.
Add and update contacts
Keep a person's details together in Core. Add a contact, find the saved record, and update it as your information changes. This example uses Core Demo Avery.
Complete or reopen a task
Mark a task complete when the work is finished. Reopen it if it needs attention again.
Find and filter tasks
Use the Tasks tabs, search, and assignee filter together to focus on the work you need.
Create and manage a task
Use a task to give your team a clear next step, with an optional due date, priority, and link to a contact or company.
Link contacts to a company
Link an existing contact to a company so your team can find that person from the company’s record. This example links Core Demo Avery to Summit Demo Company.
Create and update a company
Create a company record to keep a business’s details together, then update it as your information changes. This example creates Summit Demo Company and changes its industry from Construction to HVAC.
Find and review a company
Use Companies to find a business and review its details, linked contacts, and recorded activity.
