Contacts

Contacts > Add Contact (the + button). Enter name, email and phone, then Save.

1. Save your list as a CSV file with a header row (First Name, Last Name, Email, Phone, and so on).
2. Contacts > Import Contacts.
3. Upload the CSV and map each column to a Client Harbor field. Create a custom field for any column that doesn't match.
4. Choose whether to create new contacts only or also update existing ones.
5. Add a tag (for example "import-oct") so you can find this batch later.
6. Start the import. Large files can take a few minutes. Only import contacts who agreed to hear from you.

Common causes: missing or invalid email and phone, phone numbers without a country code, duplicates of existing contacts, or a file that isn't saved as CSV (UTF-8). Fix the rows and import again.

Settings > Business Profile (or Settings > General) > Allow Duplicate Contact. Turn it off and choose whether email or phone is checked first. To merge existing duplicates, open a contact and use Merge, or select two contacts in the list and choose Merge.

Tags are labels on contacts (for example "customer" or "webinar-lead"). Smart lists are saved filters: filter your contacts (for example by tag), then click Save as Smart List.

Select contacts with the checkboxes in Contacts, then use the action bar: add or remove tags, add to workflow, send SMS or email, or delete. Bulk actions show progress under Contacts > Bulk Actions.

Select the contacts (or a smart list), then click Export. You'll receive a CSV.

Open the contact > Delete, or select several and use bulk delete. Deleted contacts can be restored for a limited time from Contacts > Restore (or Bulk Actions). After that they're gone.

Open the contact > Notes > Add Note. Notes are visible to your team, not the contact.

Open the contact > Tasks > Add Task. Set a title, due date and assignee. You'll see open tasks under Contacts > Tasks and get a reminder when due.

Settings > Custom Fields > Add Field. Choose the type (text, dropdown, date, number, checkbox), name it and choose the folder. It then shows on every contact and can be added to forms.

Open any contact > the settings (gear) icon on the details panel > show, hide or reorder fields and folders.

Open the contact > Assigned To > choose the user. In bulk: select contacts > Assign. A workflow can also assign automatically (Action: Assign to User, with round robin if you like).

Contacts > Filters (or More Filters). Filter by Source, Created date, Tag, Assigned user or any custom field, then Save as Smart List to reuse it.

Yes. The contact record shows every message, call, email, appointment, form submission, note, task and opportunity in the activity timeline and in Conversations.

Open the contact > turn on DND for all channels, or delete the contact. For repeated web form spam, add a CAPTCHA to your form.

Yes. Settings > My Staff > edit user > Roles & Permissions. Turn off modules they don't need and, under scopes, limit them to contacts assigned to them.