Get oriented inside the Contacts feature using the 3 & 3 framework. Master the three key sections of the contacts list view and the three columns inside every contact record - the foundation for everything else in this course.

Learn how to add contacts using the Flash Button or Contacts screen, customize the Add Contact form for your team, set required fields, assign owners and tags, and navigate all three columns of a contact record.

Build a complete tag system using the six tag categories. Add tags to single and bulk contacts, filter your list to create Smart Lists, manage tags in Settings, and use the interactive Tag Builder to plan your full tag strategy.

Create custom fields to capture business-specific data. Choose from all available field types, organize fields into folders, use custom values as merge fields in emails and automations, and add custom fields to forms and surveys.

Understand how contacts, companies, and custom objects work together. Create custom objects for your industry, define associations and relationship types, link records to contacts, and know exactly when to use a custom object versus a standard one.

Bring your existing contacts into the CRM cleanly. Prepare a properly formatted CSV, create custom fields before importing, map columns to the right fields, add tags during import, create a Smart List, and fix errors by reviewing import statistics.

Keep your database clean by preventing and managing duplicates. Configure Contact Duplication Preferences in Business Profile, identify and merge duplicate records, choose a master record, review conflicting fields, and preserve all data in the process.

Delete single or multiple contacts safely and restore any accidentally deleted contact within the 60-day window. Learn how to restore bulk deletions selectively, recover merged contacts, and use Audit Logs to monitor your team's activity.

Build dynamic Smart Lists that update automatically. Use Advanced Filters with single, multiple, and nested conditions, save and name lists, share globally with your team, organize list order, and connect Smart Lists directly to email campaigns and automation workflows.

Take mass action on groups of contacts efficiently and safely. Select contacts correctly, run every major bulk action type, trigger automations with drip mode and batch sending, add and remove tags in bulk, and use action names and statistics to track and troubleshoot every job.

Never let a follow-up fall through the cracks again. Create tasks from the Tasks tab or directly inside a contact record, associate tasks with multiple contacts, assign to team members, view overdue and upcoming tasks, and automate task creation using workflow actions.

Master everything inside the third column of a contact record. Read activity and attribution, add formatted notes, view calendar appointments, store and access documents, and manage transactions, subscriptions, invoices, and estimates - all without leaving the contact.