How to Add, Bulk Upload, and Import Contacts in FAB CRM

In today’s fast-moving digital landscape, managing customer data isn’t optional — it’s mission-critical. Every interaction, every lead, and every follow-up depends on how effectively your team can access and organize contact information. Whether you're nurturing prospects, engaging current customers, or reactivating dormant leads, a smart contact management system is essential.

FAB CRM delivers a powerful, scalable solution designed for real business needs. It empowers sales, marketing, and support teams to centralize contact data, streamline workflows, and automate engagement with ease. Built for simplicity and performance, FAB CRM eliminates outdated spreadsheets, disconnected tools, and manual processes — helping your team move faster and smarter.

With FAB CRM, managing your contact database becomes a strategic advantage. From individual records to mass imports, the platform adapts to your business size, goals, and pace of growth. Whether you’re entering contacts manually, importing them via Excel, or syncing data from external tools, FAB CRM ensures your records stay clean, structured, and actionable — all in one place.

What Is FAB CRM Contact Management?

FAB CRM Contact Management is a centralized system that allows you to collect, store, update, and use contact data efficiently. Unlike generic CRMs that treat contacts as flat lists, FAB CRM offers a dynamic, interconnected view of your audience, designed for personalized engagement and team-wide collaboration.

It serves as the single source of truth for every contact, giving your organization a clear, unified view of your leads, customers, and prospects. Whether you're closing deals, sending campaigns, or resolving support issues, you can trust that your contact data is accurate, up-to-date, and enriched with relevant context.

What You Can Do with FAB CRM Contact Management:

• Add and Edit Contacts in Real Time: Easily create new contact records or update existing ones without leaving your dashboard. All changes are saved instantly and synced across modules.
• Upload Contacts in Bulk or Import via Excel: Save time by uploading multiple contacts at once using a guided bulk insert or structured Excel import. Ideal for migrating existing lists or adding leads in large volumes.
• Track Lead Sources and Customer Journeys: Record where each contact originated — whether through a landing page, event, referral, or campaign — so your team understands the full customer lifecycle.
• Segment and Tag Contacts for Targeted Actions: Organize your contacts using custom tags, filters, or lists to power personalized marketing, automated workflows, and sales outreach.
• Sync Across Teams and Tools: Share contact visibility across departments with role-based permissions. Integrate contact data with your email marketing tools, support channels, and pipelines.

Adding a Single Contact Manually in FAB CRM

Adding individual contacts is a common task when capturing one-on-one interactions, walk-ins, referrals, or manually entered lead information. FAB CRM offers a fast and intuitive way to input contact data without switching tabs or tools.

Step-by-Step: How to Add a Contact Manually

1. Access the Dashboard: Log in to your FAB CRM account and navigate to the People section. This is your centralized area to view, manage, and organize all your existing contacts.

2. Click ‘Add Contact’: You'll see a clear Add Contact button at the top. Clicking this opens a structured contact input form.

3. Fill Out Key Fields:

• First Name & Last Name: Essential for identifying your contact clearly.
• Email Address: Enables communication, segmentation, and automation.
• Phone or WhatsApp Number: Add mobile numbers for calling or messaging via integrated channels.
• Lead Source: Select the origin — such as Website, Event, Referral, LinkedIn, etc. — to track contact acquisition.

4. Save the Record: Once the fields are completed, click Add to create the contact entry.

5. Edit Anytime: You can revisit the contact profile at any time to update information, assign team owners, add notes, or attach tags and segments for better organization.

This method is ideal for quickly logging new leads without disrupting your workflow.

Bulk Upload Contacts via Form Input

When you have multiple leads or customers to add simultaneously — for example, after an offline event, lead fair, or webinar registration — FAB CRM’s Bulk Insert feature allows you to upload contacts quickly without file imports.

How to Use Bulk Insert

1. Navigate to Audience: Go to the Audience section in FAB CRM, where all your contact management tools reside.

2. Click on Bulk Insert: Choose this option to open the contact uploader.

3. Select Number of Contacts: You can choose how many blank contact rows you want to add (e.g., 10, 25, 50).

4. Enter or Paste Data: Fill in each row manually or copy-paste values directly from your spreadsheet. Common fields include:

• Name
• Email
• Phone Number
• WhatsApp Number
• Source
• Company

5. Review and Add: Once all data is filled in and verified, click Add. All contacts are uploaded at once.

This is a perfect option when working with quick exports, lists, or when you're handling leads from team-sourced initiatives.

Importing Contacts via Excel Template

For larger contact lists or full database imports, FAB CRM supports structured Excel file uploads that save time and reduce errors.

Excel Import Instructions:

1. Download the Excel Template: FAB CRM provides a preformatted .xlsx template to ensure consistency.

2. Fill in Required Fields:

• First Name & Last Name
• Email Address
• Phone & WhatsApp Numbers
• Company Name
• Tags or Source Identifier

3. Save File as .xlsx: Ensure that the file is saved in Microsoft Excel format.

4. Upload to FAB CRM:

• Go to the Audience section
• Click on Import
• Upload your file and wait for the preview

5. Validate and Confirm: FAB CRM shows you a live preview of your data. It flags missing or incorrect entries before finalizing the import, helping you maintain a clean and structured contact database.

This method is best used when onboarding customer lists, migrating from legacy CRMs, or importing contacts from marketing or sales campaigns.

Editing and Managing Contact Records

After contacts are added — whether manually, in bulk, or via import — FAB CRM gives you full editing capabilities to maintain, clean, and enrich your data.

What You Can Do with Contact Records:

• Edit or Update Fields: Change or add information like names, phone numbers, emails, or company details as needed.
• Add Tags and Segments: Categorize contacts with custom tags or assign them to predefined segments for automation and targeting.
• Track Source and Campaigns: View how and when the contact was acquired, and by which team or campaign.
• Add Notes or Activities: Log important conversations, support tickets, or sales follow-ups directly inside the contact card.
• Merge or Delete Duplicates: FAB CRM offers tools to identify and merge duplicate records to maintain a clean database.

With contact management that’s this flexible, your team stays organized and aligned across every customer interaction.

Supported Contact Fields in FAB CRM

FAB CRM is designed to provide a rich, 360-degree view of every contact. It includes all the essential fields, with the ability to extend and customize fields for your specific workflows.

Default Fields Include:

• Full Name (First & Last)
• Email Address
• Phone Number
• WhatsApp Number
• Company Name
• Source (lead origin)
• Campaign Tags
• Status (lead, customer, inactive, etc.)
• Contact Owner (assigned team member)
• Notes and Interaction History

Custom Field Support:

If your business has unique data requirements — such as industry type, subscription level, region, or referral code — you can add custom fields for full flexibility.

FAB CRM’s structured contact profiles give your team a unified view of each lead or customer, ready for sales follow-up, marketing campaigns, and support resolutions.

Best Practices for Contact Import

Accurate and organized contact data is the foundation of successful CRM usage. Importing contacts into FAB CRM is quick and efficient, but following best practices ensures long-term consistency, campaign performance, and system automation.

Tips to Ensure a Smooth Import Process:

• Use the Official FAB CRM Excel Template: This guarantees your columns are structured correctly and recognized by the system.
• Clean Your Data Before Upload: Remove duplicate emails or phone numbers, and correct formatting errors to prevent failed imports.
• Verify Critical Fields: Ensure that email addresses, names, phone numbers, and sources are spelled correctly and consistently.
• Assign Lead Sources: Always specify the origin of each contact (e.g., webinar, ad campaign, website) to make your lead attribution and performance analysis easier.
• Add Tags or Segments: Tags allow you to categorize your contacts for campaigns, automation triggers, and targeted follow-ups.

By following these steps, you not only streamline your import process but also improve the performance of your entire CRM-driven marketing, sales, and support workflows.

Benefits for Sales, Marketing, and Support Teams

FAB CRM is designed to unify your teams through a shared, centralized, and real-time contact management platform. Here's how each department benefits from seamless contact visibility:

For Sales Teams:

• Instantly access the most recent contact data, including communication history and lead source.
• Assign leads to the appropriate pipelines or sales representatives.
• Prioritize follow-ups using tags, contact scores, or interaction logs.
• Avoid duplication and confusion with consistent, up-to-date records.

For Marketing Teams:

• Create targeted segments based on tags, lead source, engagement history, or behavior.
• Trigger personalized campaigns using automation workflows tied to contact properties.
• Track open rates, click-throughs, and engagement metrics within contact profiles.
• Run A/B tests or seasonal campaigns without importing data from external tools.

For Support Teams:

• Access customer profiles with full history, ensuring faster ticket resolution.
• Link contacts directly to support cases or helpdesk conversations.
• View prior issues or notes to avoid repetition and improve customer satisfaction.
• Collaborate with sales or success teams on high-priority accounts.

FAB CRM connects the dots between teams, helping your business deliver a consistent and professional customer experience at every stage.

Use Cases for FAB CRM Contact Management

FAB CRM is built to serve a wide range of use cases — from lead capture to customer retention. Below are just a few ways organizations use the platform:

• Importing Historical Customer Data: Migrate contact lists from legacy tools, spreadsheets, or third-party platforms.
• Capturing New Leads from Campaigns: Quickly upload leads captured from paid campaigns, webinars, or trade shows.
• Cross-Department Contact Sharing: Provide visibility to marketing, sales, and customer success teams working with the same contact base.
• Onboarding New Sales or Support Reps: Share well-organized contact segments with new team members to speed up onboarding.
• Audience Segmentation for Outreach: Create targeted lists for newsletter campaigns, product launches, or sales offers.

No matter your business size or structure, FAB CRM helps keep your contact data ready, accessible, and action-driven.

Integrating Contact Management into Your Workflow

Contact management doesn’t end after import. FAB CRM is designed to support ongoing integration, automation, and collaboration, ensuring your contact list stays up-to-date, segmented, and synchronized with your tools and workflows.

FAB CRM Integration Capabilities:

• Form Integrations: Sync contacts directly from your website forms, lead magnets, or event registrations.
• APIs and Webhooks: Automatically send contact data to and from external apps, landing page builders, or marketing tools.
• Scheduled Imports: Set periodic file uploads or sync intervals to keep data updated regularly.
• Automation Rules: Trigger workflows based on contact actions, tags, or source, such as assigning contacts to sales reps, initiating nurture emails, or tagging for re-engagement.

FAB CRM’s integration capabilities ensure that contact management fits seamlessly into your existing tech stack and processes, whether you're running lean operations or complex enterprise campaigns.

Start Managing Contacts the Smarter Way

Your contact list is more than just data — it’s your foundation for growth. FAB CRM empowers teams to take control of their contact database with easy uploads, full visibility, and automation-ready workflows.

Add individual contacts, bulk upload from forms, or import thousands via Excel — all within minutes.

Start building a more connected, data-driven business with FAB CRM.

Ready to get started? Try FAB CRM now.