> ## Documentation Index > Fetch the complete documentation index at: https://docs.sapt.ai/llms.txt > Use this file to discover all available pages before exploring further. # Manage your contacts > Find, add and import your customers in Sapt, sort them with lists and tags, and see everything about one person in one place. Every person who calls, texts or fills in a form becomes a contact. You can also add them by hand or bring them in from a spreadsheet. Open **CRM** in the sidebar. Your contacts open first. The CRM on the Contact tab: six contacts in a table, with the search box, Filters, Export, the three-dot More actions button and New contact ## Find someone Type in **Search name, email, phone…**. Click **Filters** to narrow the table by list, tag, stage or any field. Click a row to open that person. ## Add a contact Click **New contact** at the top right. The **Create contact** window opens. The Create contact window with Maya Chen's name, email and phone filled in, then Tags, Notes and First-touch at Add their name and a phone or email, for example Maya Chen and (937) 555-0101. For the phone, use 10 digits, or + and the country code. Click **Create**. Their record opens. Leave **Tags** empty here. A tag typed in this window stops the contact from saving with "tags: Expected array". Add tags once the contact exists (see [Lists and tags](#lists-and-tags)). ## Import contacts from a spreadsheet You can bring in a CSV or Excel file (.csv or .xlsx) with up to 5,000 rows at a time. Importing uses no credits. Click the **More actions** button (three dots) next to **New contact**, then **Import contacts**. Drop the file in the box, or click it to choose one. Sapt shows how many rows and columns it found. Import contact records with ridgeline-customers.csv: 5 rows ready to import, email found, Tag everyone in this file, and each column matched to a field Under **Columns**, every column already has a place to go. Change one only if it is wrong: pick another field, **Create a new field**, or **Do not import**. You can type a tag under **Tag everyone in this file**, like `referral`. Check the contacts after the import: if the tag is missing, tick them and click **Add tag**. If the file has divider rows (a row with one word, like "Fleet customers"), Sapt offers to skip them. Leave that switch on. Click **Import records**. No column is required, but include a phone or email for each person. Texts, emails and the inbox find people by those. **How Sapt reads your file** * Columns named like a field you already have land in that field. So do common names such as **Customer Name**, **Phone Number** or **Email Address**. * Rows with the same email become one contact. With no email, Sapt uses the phone, then the name. * Import again later and a row with the same email (or phone) updates the contact from your earlier import instead of adding a second one. * A value that does not fit its field, like "n/a" in an email column, is left blank. The rest of the row still comes in. ```csv theme={null} Name,Phone,Email Maya Chen,(937) 555-0123,maya@example.com Luis Ortega,(937) 555-0188,luis@example.com ``` ## Lists and tags **Lists** group people you want to reach together, like everyone due for a spring tune-up. **Tags** are short labels, like `fleet` or `referral`. * **Make a list:** click **More actions**, then **Manage lists**. Type a name and click **Create**. You can rename or delete lists there too. * **Add people to a list:** tick them in the table and click **Add to list**. * **Tag people:** tick them and click **Add tag**. * **On one person:** open them and use **Tags** and **Lists** on the **Overview** tab, then click **Save changes**. * **Suggested tags** (under **More actions**) sets the one-click tags your team sees in the inbox. ## Do things to many people at once Tick the boxes on the left of the table. A bar appears at the bottom with: * **Add to list** and **Add tag** * **Assign**, to give them to a teammate * **Call**, when calling is set up for your shop * **Delete** Deleting a contact cannot be undone. Their bookings and other records stay, but lose the link to them, and automations running for them stop. To download your contacts, click **Export**, then pick all matching rows or only the ones you ticked. ## One person's record Click a contact to open their record. * At the top: their name, who has them, their phone and email, and **Text**, **Email**, **Call** and **Follow up**. * **Overview**: **Outcome** (mark where the lead landed, like Qualified), **Notes**, **Tags** and **Lists**. * **Activity**: their timeline. Texts and emails in and out, stage moves, forms and orders, newest first. * **Records**: everything linked to them, like a website request or a vehicle. * **Automations**: what is running for them. Changes to notes, tags and lists wait until you click **Save changes**. The three-dot **Contact options** menu holds **Edit details**, **Merge duplicate** and **Delete contact**. The phone app has no CRM tab. Each customer's card opens from their conversation: open it in **Inbox** and tap their name at the top. Maya Chen's card on a phone: call, text and email buttons, Where they are with Booked ticked, Book, Job done, and her records * Use the buttons beside their phone and email to call, text or email them. Tap the pencil to fix their name, phone or email. * **Where they are** shows their steps. Tap one, like **Paid**, to mark it. * **Book** and **Job done** sit under that, then their **Records** and **Activity**. * **Merge or delete** is at the bottom. ## Keep going This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.