Quick creating contacts while adding new deal
When you are adding new Deal, you will have fields to insert first and family name. When filling these field, Salestrekker will make suggestions to autofill from existing contacts. If no name in contact base matches your entry, a new contact will be created. When entering a deal for contact not yet created, a new contact will be saved to Contacts and you can edit it later.
To add contacts manually without a deal, go to “Contacts” tab in main menu. In the top right corner press “+ ADD NEW” button and select from dropdown menu would you like to insert contact for person or company. After that fill in informations about that new contact.
Importing contacts (single and bulk import)
It is possible to import existing contacts from contact management app or old crm in CSV form. It is done through Data Import options in Settings. For further details on data import click here.