Contacts

Where: Sales → Contacts.

A customer is a company. A contact is a person — the purchase manager who actually answers the phone. Contacts are what campaigns send to, and they carry the one field that decides whether you're allowed to email them at all.

Three tabs: Directory, Duplicates, Import.

Directory

Every person, with the company they work for, their email and phone, how many deals they're on, and their consent status.

• Search by name, email or phone.
• Opted in only narrows the list to people you may legally send marketing to.
• Add contact creates one by hand — name, email, phone, designation, city.

Consent is a switch, not a formality

The add form has "They agreed to receive emails", and it starts off. Tick it only if the person actually said yes.

Why this matters more than it looks

Marketing to people who never opted in gets your sending domain flagged. That domain also carries your invoices, your quotations and your one-time passwords — so a bought list doesn't just hurt the campaign, it can stop your customers receiving the documents they're waiting for. This is the single most expensive mistake available in the product.

Contacts who bounce or press unsubscribe are added to a do-not-contact list automatically, and every send checks it — including the ones the Collections and Follow-up agents make.

Duplicates

Real contact lists arrive dirty. This tab finds people who share an email address or a phone number and groups them.

Merging keeps the first record, moves the other's deals across, and fills any blank fields from the one being merged in. The merged record is kept for audit, not deleted — so a link from an old quotation still resolves.

Check the deal counts before merging. The record with the history is usually the one worth keeping.

Import

A CSV in, contacts out — deliberately in four steps, because a one-click upload that writes straight to the database is one nobody dares run on a real file.

1 · Choose the file

Upload a .csv with a header row, or paste the rows straight into the box. Commas, semicolons and tabs all work.

Also create a lead for each person is on by default — an exhibition list is usually a list of enquiries, not just an address book. Turn it off when you're importing an existing customer's staff.

2 · Check the columns

ZAPTIZ guesses the mapping from your header row and shows you what it guessed. You can map any column to: Name, Email, Phone, Company, Designation, City, Enquiry/requirement, Value. Fix anything wrong and press Re-check with these columns.

This step exists because a mis-mapped column silently creates 500 contacts named after a phone number.

3 · What will happen

Three counts over the whole file, plus a row-by-row preview:

Result	Meaning
Will be created	New people — these will be imported.
Already known	Someone in your list already has that email or phone. Skipped.
Missing email & phone	No way to recognise or reach them. Skipped.

Nothing has been written yet. If Will be created is zero you'll be told the file has nothing new in it.

4 · Import

Pick the lead source (Exhibition, Referral, Website, Cold call, Tender, Other) so you can measure later which channel actually pays, and confirm the consent question for the whole list — the same warning as above applies, at 500× the scale.

Then Import N contacts. Only the rows marked Create are written.

Import the messy file, not the tidy one

The preview is free and non-destructive. Run it on the raw export, read the counts, fix your CSV, run it again. That is cheaper than fixing 500 bad records afterwards.

Where contacts show up

• Campaigns — audiences are built from contact fields, and only opted-in contacts with an email are reachable.
• CRM Pipeline — a lead's contact person is a contact record.
• Customers — a contact can belong to a customer company, which is how "everyone at Acme" becomes answerable.