Contacts
Find and manage your customer records
Adding and editing contacts
Learn how to add a contact by hand, edit their details and notes, change their marketing consent, see their history and delete them
Finding and filtering contacts
Learn how to search, sort and filter your contacts, and save a set of filters as a view you can come back to
Importing contacts from a CSV
Learn how to bring a list of contacts into Swellbase from a CSV file, with their tags, notes and marketing consent
Organising contacts with tags
Learn how to tag contacts one at a time or in bulk, and how to create, rename, recolour and delete tags