# Managing Contacts and Companies

**Category:** [CRM](https://help.totalctrl.app/hc/totalctrl/totalctrl-help-center/en-US/categories/crm-1)
**Updated:** 2026-08-19

## Adding contacts

Go to **CRM → Contacts** and click **New contact**. The only required field is email address. You can also bulk-import contacts from a CSV, TSV, or XLSX file.

## Importing contacts

  
- Go to **CRM → Contacts → Import**.
  
- Upload your file or paste tab-separated data (e.g. from Google Sheets).
  
- TotalCtrl auto-maps common column headers. Review and adjust the mapping.
  
- Choose whether to add imported contacts to an existing list.
  
- Click **Import**. Contacts with matching emails are updated (upserted); new emails are created.

## Contact detail

Click any contact to see their full record: personal info, lifecycle stage, lead score, linked companies and deals, activity log, notes, and open tasks.

## Adding companies

Go to **CRM → Companies → New company**. Fill in name, domain, industry, and size. Link contacts to a company from either the contact detail or company detail page.

## Tags

Tags are colour-coded labels for contacts. Create tags under **CRM → Tags**, then apply them from any contact detail page.

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## Related Articles

- [What are Journeys?](https://help.totalctrl.app/en-US/articles/journeys-overview)
- [CRM Overview](https://help.totalctrl.app/en-US/articles/crm-overview)
- [CRM overview](https://help.totalctrl.app/en-US/articles/crm-overview-1)
- [Work pipelines and deals](https://help.totalctrl.app/en-US/articles/crm-pipelines-and-deals)
- [Running Email Campaigns](https://help.totalctrl.app/en-US/articles/running-email-campaigns)

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