> ## Documentation Index
> Fetch the complete documentation index at: https://docs.intellikon.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Contacts and accounts

> Add the people you sell to, import them from a spreadsheet, and see everything about one contact.

An account is a company you sell to. A contact is a person at that company. Every contact in Pulse belongs to an account. If the company is not in Pulse yet, you add it as you add the contact. Otherwise, accounts are view only in Pulse; they are managed in Studio settings under **Accounts**.

<Frame>
  <img src="https://mintcdn.com/intellikon-ai-ltd/wM16d87Um0QW2CyJ/images/pulse/contacts.png?fit=max&auto=format&n=wM16d87Um0QW2CyJ&q=85&s=5c3e9bc21f4fbe253726f03149f504b9" alt="The Contacts list in Pulse, with search, filters and the Add contact button." width="2880" height="1800" data-path="images/pulse/contacts.png" />
</Frame>

## Add a contact

<Frame>
  <img src="https://mintcdn.com/intellikon-ai-ltd/wM16d87Um0QW2CyJ/images/pulse/add-contact.png?fit=max&auto=format&n=wM16d87Um0QW2CyJ&q=85&s=10525eeccb44a2b0a38f41633fb95ae8" alt="The top of the Add contact window, with First name, Last name, Role / Title and Account." width="1440" height="524" data-path="images/pulse/add-contact.png" />
</Frame>

<Steps>
  <Step title="Open the form">
    Select **Contacts**, then **Add contact**.
  </Step>

  <Step title="Add their first name">
    Enter their **First name**.
  </Step>

  <Step title="Add their last name">
    Enter their **Last name**.
  </Step>

  <Step title="Add their role">
    If you know their role, add it.
  </Step>

  <Step title="Choose their company">
    Choose the **Account** they work for.
  </Step>

  <Step title="Type a company that is not listed">
    If the company is not listed, type its name.
  </Step>

  <Step title="Create the company">
    If you typed a new company, select **Create**.
  </Step>

  <Step title="Give the new company's domain">
    If you created the company, enter its **Account Domain**.
  </Step>
</Steps>

The form now shows who the contact is and the company they work for. Next, [finish adding the contact](#finish-adding-a-contact).

## Finish adding a contact

<Frame>
  <img src="https://mintcdn.com/intellikon-ai-ltd/wM16d87Um0QW2CyJ/images/pulse/finish-contact.png?fit=max&auto=format&n=wM16d87Um0QW2CyJ&q=85&s=3285fa23ce193bd5e7d5daf9eea0190c" alt="The lower half of the Add contact window, with Email, Phone, LinkedIn URL, Status, Source, Notes, and the Cancel and Add contact buttons." width="1440" height="916" data-path="images/pulse/finish-contact.png" />
</Frame>

Carry on in the **Add contact** form.

<Steps>
  <Step title="Add their email">
    Enter their **Email**.
  </Step>

  <Step title="Add a phone number">
    If you have their phone number, add it.
  </Step>

  <Step title="Add their LinkedIn">
    If you have their **LinkedIn URL**, add it.
  </Step>

  <Step title="Set their status">
    Leave **Status** at New unless you have already been in touch.
  </Step>

  <Step title="Say where they came from">
    Under **Source**, choose where the contact came from.
  </Step>

  <Step title="Save">
    Select **Add contact**.
  </Step>
</Steps>

The contact now appears in your list with the status New. If you created a company, it now shows under **Accounts** too. Next, [add them to a campaign](/products/pulse/campaigns).

## Import contacts from a spreadsheet

<Frame>
  <img src="https://mintcdn.com/intellikon-ai-ltd/wM16d87Um0QW2CyJ/images/pulse/import-csv.png?fit=max&auto=format&n=wM16d87Um0QW2CyJ&q=85&s=020a083f072ddada8f2b61f6b97279b6" alt="The Import CSV window at the Upload file step." width="1452" height="804" data-path="images/pulse/import-csv.png" />
</Frame>

<Steps>
  <Step title="Open the import">
    Select **Contacts**, then **Import CSV**.
  </Step>

  <Step title="Prepare your file">
    Select **Download a sample CSV** if you want a file with the right columns already in place.
  </Step>

  <Step title="Upload it">
    Drop your file into the window, or click to browse for it.
  </Step>

  <Step title="Go on to your columns">
    Select **Map columns**.
  </Step>

  <Step title="Match your columns">
    Tell Pulse which column in your file holds each piece of information.
  </Step>

  <Step title="Check your file">
    Select **Validate**.
  </Step>

  <Step title="Review the results">
    Review what Pulse found.
  </Step>

  <Step title="Import">
    Select **Import contacts**.
  </Step>
</Steps>

The **Result** step shows what was added. Contacts already in Pulse are skipped, so no one is added twice. Pulse matches each row to an account by its domain or website first, then by its company name, and adds any company it cannot match as a new account. Imported contacts start at New. Next, [add them to a campaign](/products/pulse/campaigns).

## See everything about one contact

<Frame>
  <img src="https://mintcdn.com/intellikon-ai-ltd/wM16d87Um0QW2CyJ/images/pulse/contact-page.png?fit=max&auto=format&n=wM16d87Um0QW2CyJ&q=85&s=d91538b2a5f0dbf3a17c9eacdc546d26" alt="A contact's page, with their name, stage and owner at the top, their email and phone, the pipeline stage, an Engagement panel with the reply rate and a weekly chart, and Stage history and Notes on the right." width="2880" height="1580" data-path="images/pulse/contact-page.png" />
</Frame>

Select a contact to open their page. It shows where they are in the pipeline, how they have engaged with your messages, every message sent to them, how their stage has changed, and your notes. Select **Edit** to change their details.

If a contact is not a fit, select **Mark Disqualified** on their page. They move out of the pipeline, and the change is kept under **Stage history**. Next, [see where your contacts stand](/products/pulse/pipeline-and-deals).

## Choose the language you write to a contact in

<Frame>
  <img src="https://mintcdn.com/intellikon-ai-ltd/wM16d87Um0QW2CyJ/images/pulse/contact-language.png?fit=max&auto=format&n=wM16d87Um0QW2CyJ&q=85&s=a8d17c9155ff97acf64ef489d0f41dd6" alt="The top of a contact's page, with Email language set to Workspace default below their email and phone." width="1640" height="500" data-path="images/pulse/contact-language.png" />
</Frame>

If your workspace translates outgoing messages, each contact has an **Email language**, under their email and phone. Pulse writes to that contact in this language instead of the workspace default.

<Steps>
  <Step title="Open the contact">
    Select the contact.
  </Step>

  <Step title="Choose the language">
    Under **Email language**, choose the language, or leave it at **Workspace default** to follow the workspace.
  </Step>
</Steps>

The contact's page now shows the language you chose. Next, [add them to a campaign](/products/pulse/campaigns).

## Troubleshooting

**If Account Domain shows "That is a personal email domain",** enter the company's own domain instead.

**If Pulse says your file is too big or has too many rows,** split it into smaller files and import each one. Each file can hold up to 5,000 rows and 10 MB.

**If Pulse says some rows will fail,** select **Download problem rows**, fix what each row lists, then import that file. Every row needs a first name, an email, a company, and the company's domain or website.
