Step-by-Step Instructions
Accessing CRM
Log in to your account.
Click on CRM.
You will be taken to the CRM dashboard, where you can view and manage all companies and contacts.
Managing Companies
In the CRM dashboard, you will see a list of companies in your contact list.
Click the three-dot menu next to a company to:
View company details
Edit information
Delete the company
Customizing the Dashboard
To adjust your view:
Click the gear icon to manage columns.
Drag columns using the handle to rearrange them
Uncheck boxes to remove columns
This helps you tailor the dashboard to your workflow.
Filtering Companies
Click Filters to refine your search.
After setting filters, click Save to apply them.
Adding a New Company
Click Add.
Fill in the company information and create a main contact.
Click Save.
⚠️ Tip: Ensure the compulsory fields are filled in: company name, contact name, contact email. You can always go back to add more information or make changes.
Managing a Company Profile
Open a company to view its profile.
Here you can:
See general information
Click Edit to update details
Add internal notes
View recent activities
Managing Contacts Within a Company
Go to the Contacts tab inside a company.
Click the three-dot menu next to a contact to:
View details
Edit contact information
Delete the contact
In contact view, you can also:
Add internal notes
View recent activity
To add a new contact, click Add, fill in the details, and click Save.
Managing All Contacts
Go to the Contacts section in CRM.
Here you can view, manage, and delete all contacts.
Use Filters to refine results by:
Company
Responsible user
Location
Labels and groups
Click Save to apply filters.
Importing Contacts
Go to Import Contacts.
Click Import CSV to upload your file.
Choose import settings:
Overwrite company information
Overwrite contact information
Or both
Click Import Contacts.
Once completed, you will see a confirmation message. Large imports may take time, so check back later.
Additional Features
Manage groups via the Groups feature. Watch our tutorial on Creating Groups.
Learn about access management in the Creating Private Portals tutorial.
Best Practices
Always fill in required fields when creating companies and contacts
Use filters to quickly find relevant data
Keep company and contact information up to date
Add internal notes to maintain clear communication history
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