Contacts, companies, and segments
Each contact has a timeline with conversations, deals, tasks, and custom fields. Import your current database from a spreadsheet, including tags.
1 min readBasicUpdated on November 12, 2026
Where to find it in Cognizy
Video lesson coming soon. For now, follow the steps below.
Each contact has a timeline with conversations, deals, tasks, and custom fields. Import your current database from a spreadsheet, including tags. Segments group contacts by tag, funnel stage, source, or behavior, and are used in campaigns and sequences.
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Where to find it in Cognizy