> ## Knowledge Base Index > Fetch the complete knowledge base index at: https://help.thetchoum.com/sitemap.xml > Use this file to discover available pages before exploring further. > Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash). # Section 6: Contact Management ** The Contacts section of Growth is designed to help you organize, track, and interact with your clients and prospects efficiently. **I. Access the Contacts Section** * __Log in to your Growth account __: Log in to your account on the Growth platform. * __Navigate to the Contacts section :__ In the main menu, click on **"Contacts"** to access your full contact list. ![](https://storage.crisp.chat/users/helpdesk/website/-/f/2/4/f/f24f524e0b327000/screen-shot-2025-05-09-at-4351_q4za4k.png) ![](https://storage.crisp.chat/users/helpdesk/website/-/f/2/4/f/f24f524e0b327000/screen-shot-2025-05-16-at-8202_nobvto.png) **II. Add a New Contact** * Click on **"Add Contact"**: In the Contacts section, click the **"Add Contact"** button. ![](https://storage.crisp.chat/users/helpdesk/website/-/f/2/4/f/f24f524e0b327000/screen-shot-2025-05-09-at-4411_sif3v7.png) * Fill in the Contact Information : __First and Last Name __: Enter the full name of the contact. __Email Address __: Enter a valid email address. __Phone number__ : Enter the contact's phone number. __Other Information __: Add additional details such as the address, company, position, etc. ![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXcEnZU8ZJeUHmt-ES_T4BnkeQ3zAPePXag_k9-aYeP0ho-ecVNiBmi17teLQmny6k_HcCLRXP7i-JtowMOEt02SoCuqu59VT62AsweUkWu2IXj5ON6hBR69VNikDU-HxtiJOfm56Q?key=YZvjoD3chmlLIPm-nlk6jTQH) ![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXf6pbZig02sqwNT8EThd9PAF2C9k1xNOKL1TW10Nxg4yzKbkZYXA1oRe3HgvFP5reEq175lQQUBRkwchcQ-_4CLv80V8_Czt28oR0yfwXbYi5g5_m_XqAvNFgTar5MG7PZtHb08fA?key=YZvjoD3chmlLIPm-nlk6jTQH) * Save the Contact : After filling in the necessary information, click **"Save"** to add the contact to your database. ![](https://storage.crisp.chat/users/helpdesk/website/-/f/2/4/f/f24f524e0b327000/screen-shot-2025-05-09-at-4421_1d2mc8t.png) **III. Import Contacts in Bulk** If you have a list of contacts to import, Growth makes it easy to import them in bulk via a CSV file. __Prepare the CSV File__: * Make sure your file is in .csv format and each column corresponds to a contact field (e.g., name, email, phone). * Include a header row to identify each column. __Import the File__: * In the Contacts section, click on **Import Contacts**. ![](https://storage.crisp.chat/users/helpdesk/website/-/f/2/4/f/f24f524e0b327000/screen-shot-2025-05-09-at-4435_1qzkwxf.png) * Upload your CSV file by clicking on **Choose a file**. ![](https://storage.crisp.chat/users/helpdesk/website/-/f/2/4/f/f24f524e0b327000/screen-shot-2025-05-09-at-4443_jzpk8f.png) * Select the appropriate import options, such as creating new contacts or updating existing ones. ![](https://storage.crisp.chat/users/helpdesk/website/-/f/2/4/f/f24f524e0b327000/screen-shot-2025-05-09-at-4454_1skzvmv.png) ![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXfCfWxnT6S6o9SQaKwb0_QhOpdxJ74-cyarcz9mSasloxmPVx5P18Bxd594lYJnsCwdiWQNv7czNqq_93yam-zcwet2e_BNlBn4Lj9vCqOVXU6zoMAfMYyQCKAhrQCIqGgFMAqs?key=YZvjoD3chmlLIPm-nlk6jTQH) __Map the Fields:__ * Make sure each column in your CSV file is correctly mapped to the corresponding field in Growth. * Adjust the mappings if necessary. ![](https://storage.crisp.chat/users/helpdesk/website/-/f/2/4/f/f24f524e0b327000/screen-shot-2025-05-09-at-4465_nvfc04.png) ![](https://storage.crisp.chat/users/helpdesk/website/-/f/2/4/f/f24f524e0b327000/screen-shot-2025-05-16-at-8271_uqaloi.png) __Finalize the Import__: * After verifying the mappings, click on **Import** to add the contacts to your database ![](https://storage.crisp.chat/users/helpdesk/website/-/f/2/4/f/f24f524e0b327000/screen-shot-2025-05-09-at-4495_3ph329.png) ![](https://storage.crisp.chat/users/helpdesk/website/-/f/2/4/f/f24f524e0b327000/screen-shot-2025-05-16-at-8302_1nkv66r.png) ![](https://storage.crisp.chat/users/helpdesk/website/-/f/2/4/f/f24f524e0b327000/screen-shot-2025-05-16-at-8354_8zt9lh.png) **IV. Document and Contract Management within Contacts** Growth offers the ability to manage documents and contracts directly associated with each contact. __Access a Contact __: In the contact list, click on the name of the relevant contact to open their detailed profile. __Manage Documents :__ Click on the Document Management icon. You can view associated documents, download them, or copy the link to the sent documents. ![](https://storage.crisp.chat/users/helpdesk/website/-/f/2/4/f/f24f524e0b327000/screen-shot-2025-05-09-at-4514_377tlr.png) **V. Bulk Actions on Contacts** Growth allows bulk actions for more efficient management. __Select the Contacts __: Check the boxes of the contacts you want to perform a bulk action on. ![](https://storage.crisp.chat/users/helpdesk/website/-/f/2/4/f/f24f524e0b327000/screen-shot-2025-05-16-at-8375_15stqpt.png) __Choose an action__: Click on the Bulk Actions button and select the desired action, such as adding or removing tags, sending SMS or emails, etc. ![](https://storage.crisp.chat/users/helpdesk/website/-/f/2/4/f/f24f524e0b327000/screen-shot-2025-05-09-at-4530_1awr1hl.png) __Note__: Bulk actions make it easier to manage multiple contacts simultaneously. **VI. Using Smart Lists** Smart Lists allow you to segment your contacts based on specific criteria. __Create a Smart List __: * In the Contacts section, use the filters to set segmentation criteria (e.g., contacts with a valid email address, hot leads, etc.). ![](https://storage.crisp.chat/users/helpdesk/website/-/f/2/4/f/f24f524e0b327000/screen-shot-2025-05-09-at-4544_lg5s4f.png) ![](https://storage.crisp.chat/users/helpdesk/website/-/f/2/4/f/f24f524e0b327000/screen-shot-2025-05-16-at-8401_v8copu.png) ![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXffUu1Kje7fwhJD7M_sVOKeoRPy44pg89475BEO_yEShM7_kva2gB0z3PcGluVDNIW0CB5zDXGXffi-EXhiU1sbTHomSMj4KNo9k0EcQDZg2zphHwg1C3_aL--hOC-um17ksdeOsQ?key=YZvjoD3chmlLIPm-nlk6jTQH) ![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXc2gBhvVwXsRY_kAjnpbfm1P-R5B1DtzzgX9t1CTe0jryKs-_qQ_T-fEYINFpjkQfJGnrws9TszD4wP97jJizFstspFPm3vh5Q4grWNOgQUpxy1h-aMwtNE19ZpjmtWta0eioxN?key=YZvjoD3chmlLIPm-nlk6jTQH) * After applying the filters, save the list as a Smart List for future use. ![](https://storage.crisp.chat/users/helpdesk/website/-/f/2/4/f/f24f524e0b327000/screen-shot-2025-05-09-at-4560_1cmwa9c.png) __Note __: Smart Lists help you target specific groups of contacts for marketing campaigns or personalized follow-ups. **VII. Updating Contact Information** It is essential to keep contact information accurate and up to date. __Edit a contact __: * In the contacts list, click on the name of the contact you wish to edit. * Click on the Edit button and make the necessary changes. * Save the changes by clicking on Save. __Note__: Regularly updating contact information ensures the effectiveness of your communications and marketing campaigns.** **