📝 Overview
The CRM in Marketing Suite is where all of your contacts live. From here you can view and update contact details, organise people into lists, log activity, and launch campaigns and automations for the right audience.
This guide covers finding and managing your contacts, organising them with lists, and importing or exporting contact data.
📍 Where to Find Your Contacts
Your contacts are stored in the CRM area of Marketing Suite. To view them, click CRM ➜ Contacts in the sidebar. Each contact has a profile where you can see their details, activity history, tasks, and campaign status.
🛠️ Managing Your Contacts
From the Contacts page you can create new contacts, search and filter your existing ones, and open any profile to make changes. The sections below walk through each of these in turn.
Click the arrow to learn more about managing your contacts
Click the arrow to learn more about managing your contacts
➕ Creating a contact
To add a contact manually:
Go to CRM ➜ Contacts.
Click Create contact in the top-right corner.
Fill in their name, email, and phone number. Adding an email address is recommended.
Save the contact. The system checks for duplicates automatically.
🔎 Searching, filtering, and sorting
You can search the Contacts table by first name, last name, email, or phone number. Use Add filter to narrow the table down by tags and other fields, and sort columns to find the records you need. Checking the last activity date is a quick way to spot contacts who may be due a follow-up.
👤 The contact profile
Click any contact to open their profile. From there you can:
Edit their details and fields.
Log activity such as notes, emails, calls, and meetings.
Create tasks for follow-up and assign them to your team.
Schedule, pause, or resume campaigns for that contact from the Campaigns section of their profile.
🗂️ Organising Contacts With Lists
Lists let you group contacts into meaningful segments for campaigns and automations. To create one, go to CRM ➜ Lists, click Create, and choose the type of list you need.
Static Lists | You add or remove members manually. Ideal for fixed groups, such as attendees of a specific event or a one-off promotion. |
Smart Lists | You define rules, and the list updates automatically as your data changes. Ideal for ongoing segments, such as contacts who opened a recent email. |
💡 Lists are the building blocks for your email campaigns. When you set up a campaign, you choose a list as its audience, so it's worth creating your key segments first.
📥 Importing and Exporting Contacts
You can bring contact data into Marketing Suite in bulk, and export it back out whenever you need to.
Click the arrow to learn more about importing and exporting
Click the arrow to learn more about importing and exporting
📥 Importing contacts
Go to CRM ➜ Contacts and click Import.
Upload a CSV file (up to 5 MB) and map your columns to contact fields. You can also map columns as tags during this step.
Review your mapping, choose whether to update existing matching records, and finish the import.
If your CSV includes contacts that already exist (matched by email), they will not be duplicated. The existing records are updated with the new information instead.
⚠️ Updating existing contacts during an import will overwrite the mapped fields on matching records. If you're unsure, export a backup of your contacts first.
📤 Exporting contacts
In CRM ➜ Contacts, set any filters you need.
Select the checkbox at the top-left of the table, then choose Select all or tick specific rows.
Click Actions ➜ Export. You'll receive a notification when your CSV is ready to download.
Exports respect your current filters, so only the rows displayed are included.
🔴 Reviewer note (updated): The integration scope is now defined in the TeamUp × Vendasta CRM PRD. TeamUp is the source of truth and the member sync is one-way (TeamUp → Marketing Suite). Two v1 behaviours are now decided and should be documented here once built: (1) New contacts created in Marketing Suite (via forms, web chat, or manual entry) are created back in TeamUp as a new customer with your default lead status — duplicate emails are suppressed and contacts that originated in TeamUp are not recreated; later edits made in Marketing Suite do not sync back. (2) Bulk-imported lists (e.g. CSV / win-back lists) are intended not to be auto-created in TeamUp, so TeamUp stays clean. ⚠️ This back-sync is still in development and depends on a pending Vendasta API confirmation (PRD OQ-5), so verify against the shipped behaviour before publishing. A dedicated import/sync guide is planned for this detail.
❓ Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
Click the arrow to view frequently asked questions
Click the arrow to view frequently asked questions
Do my existing customers appear in Marketing Suite automatically?
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Click the arrow to see the answer
Yes. Your customer data connects to Marketing Suite automatically, so your members appear as contacts without a manual export or import.
Is there a limit to the number of lists I can create?
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Click the arrow to see the answer
No. You can create as many lists as you need to support your campaigns and workflows.
Can I see where a contact came from?
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Click the arrow to see the answer
Yes. Each record includes a source showing how it was created, for example via an import, a form submission, or a conversation started through web chat or social messaging.