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Manually adding contacts during the event

If you’re meeting people throughout the day, the fastest way to log a contact is by using the “New contact” button at the top left of the interface.

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Steps:

  1. Click New contact in the sidebar.
  2. Enter at least an email address (this is required).
  3. Optionally, add a note—for example: 
    Met John at the Las Vegas conference. He’s interested in a demo in 3 weeks.
  4. Click Create contact.
Based on the note you add, FirstQuadrant will automatically determine the right next actions—such as scheduling a follow-up in 3 weeks.

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Bulk importing conference attendees

If you collected many contacts through a signup form or other source, you can upload them in bulk.

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Steps:

  1. Navigate to Imports in the sidebar.
  2. Click New import (top-right).
  3. Choose Upload and select your CSV file.
  4. In the import settings:
    • Skip qualifying questions unless you’re filtering attendees.
    • Toggle Import contacts as Active if you want FirstQuadrant to engage with them right away.
    • Add a general note for all contacts (e.g., “Met at Las Vegas conference – follow up”).
    • Or, include a column with individual notes in your CSV. FirstQuadrant will automatically assign those notes to the respective contacts.
  5. Click Start import and enrich.
Including detailed notes in your CSV allows FirstQuadrant to personalize next steps for each attendee, even in a bulk import.

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Tips

  • Use manual entry during the event for high-priority contacts with custom follow-ups.
  • Use CSV import after the event to upload all booth visitors or form signups.
For more information about import setup and enrichment rules, refer to the respective guides