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Manage your contacts: labels, import, and accounts

Updated 2026-07-14

In two lines: Contacts is your workspace address book. You add people with New Contact or bring them in bulk with Import CSV, and you organize them with labels and by account.

How do I add contacts?

  • One by one with New Contact.
  • In bulk with Import CSV: you upload your file and MB Suite creates the contacts all at once. It's the fast way to migrate your current base. Emails that already exist are skipped automatically, so you can re-import without duplicating.

Creating and importing contacts is done by the workspace owners and admins; other roles can view the list and export it.

When you need to take them with you, Export CSV downloads your list (or just the selected ones).

Before importing, check that your CSV has clear columns (name, email, phone). A tidy file imports without surprises.

How do I organize them?

With labels: you create and manage them in Manage Labels and then use Filter by label to find groups instantly (for example, "press" or "vendors").

How do I assign a contact to a client?

Each contact can be linked to one or several Accounts. That way, when you enter a client's account, you see the contacts that belong to it. To understand the workspace–account relationship, see Workspace and Account.

Is a Contact the same as a Prospect?

Contacts are different from the CRM's Prospects or People: they're independent entities. Contacts lives in the Workspace and is meant for keeping your address book of vendors, references, and clients.

Still have questions?

Ask MIA, the MB Suite AI assistant: open it with the MB AI button (⌘J) in the top bar. MIA knows the section you're in, so you can ask it directly about what you see on screen.