CRM Setup

Import or add contacts Bring contacts into Customer Hub from a CSV, manual entry, form submissions, or AI-assisted setup without creating avoidable duplicates. › Use saved customer views Save useful filters, sorts, and visible columns so your team can return to the same customer worklist quickly. › Set up CRM with AI Ask Faster AI to plan customer fields, saved views, lists, stages, tasks, and follow-up workflows for your business. › Configure CRM fields and layouts Customize customer fields, visible columns, record sections, and layouts so your CRM matches how your team works. › Edit the People grid and use bulk actions Update customer records in a table, select groups, and prepare bulk follow-up without losing review control. › Manage customer object settings Control CRM fields, layouts, writable fields, duplicate matching, and record visibility from one settings surface. › Use the customer command menu Use Customer Hub commands to search, create records, copy context, open views, prepare bulk work, and hand off tasks to Faster AI. ›

Build a CRM workflow Build a repeatable customer workflow for intake, qualification, follow-up, sales, service, or renewal work. ›

Find and merge duplicate records Review likely duplicate people or companies, choose the primary record, and merge carefully so customer history stays usable. ›