Contacts

Persons
Persons are type of Contact that form an integral part of any Sales agents day-to-day business interactions. They store various everlasting information rela...
Sun, 1 Dec, 2019 at 8:27 PM
Adding Contacts
Create Contacts Manually To add a new Contact manually (by hand), login to your GoCRM. Go to People  or Company and click on + Add Person and a new con...
Sun, 7 Jun, 2020 at 3:45 PM
Contact Page
Contact Pages in GoCRM provide a centralized view of contact data and communications. You can also see panels on Contact Pages to display additional informa...
Mon, 2 Dec, 2019 at 12:20 AM
Companies
Companies are business entities and are a type of contact. You can find all Persons related to any Companies listed in its detail page, as well as any notes...
Sun, 1 Dec, 2019 at 8:28 PM
CSV Import
Adding contacts from CSV files is a popular option, whether you have created the file yourself from a spreadsheet or exported it from another CRM. To im...
Mon, 8 Jun, 2020 at 7:09 AM