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Contacts keeps identity details, labels, projects, and linked opportunities together.

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Create a contact

1

Open Contacts

Go to Connect > Contacts and select Create contact.
2

Enter contact details

Add Name and Email. Add a phone number and country code if needed, then select Create.
3

Review the record

Open the contact to see their stage, labels, projects, source, engagement, and linked opportunities.

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Import contacts

Use More contact actions > Import Contacts. For a CSV, upload the file, map its columns, review the import, and confirm. Map at least an email or phone column. GoHighLevel import is also available when connected.

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Merge duplicates

Use Find duplicates to review matches by email or phone number. Choose the record to keep and review the merge before confirming. Merging combines records and cannot be undone.