Adding customers
Three ways to get contacts in: manual add, CSV import, and inbound (form / chatbot / API). They all land in the same Clients view.
Manual add
Clients → "New client." Name, email, phone are required. Stage and tags are optional but recommended (you'll thank yourself when you filter later).
CSV import
Clients → "Import." Drop a CSV. The importer auto-maps columns by header name (Name, Email, Phone, Company, etc.) and lets you remap anything it got wrong. Custom fields without a column-name match show up as "Skip" by default.
Dedupe on import
SeldonFrame dedupes on email by default (case-insensitive). A match merges the new row's data into the existing contact rather than creating a duplicate. Toggle this off in the import dialog if you have a use case for duplicates.
Inbound
Most contacts arrive automatically:
- Form submissions create contacts at stage "new lead." See Forms & lead capture.
- Chatbot conversations that capture an email create a contact and link the conversation history to it.
- Booking page submissions create both a contact and a booking record.
- API / MCP — Claude Code can add contacts directly. "Add John Smith (john@acme.com) as a qualified lead with a $5k deal attached."
Custom fields
Templates pre-fill custom fields for the vertical (HVAC: equipment age, last service; coach: goals, sessions completed). Add or remove fields anytime in Custom fields.