What this feature does (and why it matters)
Contacts are the “source of truth” for your outreach in Salesgear. Once a contact exists in Salesgear, you can:
Enroll them into sequences (email, LinkedIn, call steps)
Assign ownership to control who can engage them
Tag and filter them for segmentation
Track all activity (emails, calls, tasks) in one place
Salesgear supports two ways to add contacts:
Single contact: best for one-off prospecting or manual entry
Bulk import (CSV): best for uploading lead lists at scale
What you can do after importing
Immediately after contacts are added, you can:
Add them to sequences (start outreach)
Add tags (segment by ICP, source, intent, campaign)
Assign owners (route leads to the right teammate)
Export later (sharing, backups, reporting)
Step-by-step: Add a single contact
Go to Contacts
Click Add Contacts (top right)
Select Single
Fill in the details (name, email, phone, company, location, social links)
(Optional) Add Tags and Custom Fields
(Optional) Add the contact to Lists if needed
Click Upload
Step-by-step: Add contacts in bulk (CSV)
Go to Contacts
Click Add Contacts
Select Multiple
Upload / drag-drop the CSV file
Review field mapping (CSV headers → Salesgear contact fields)
Click Upload Contacts
(Optional) Add a tag
(Optional) Add to lists
Click Continue