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Adding Contacts

Written by Oriol Zertuche

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 contact form will appear.


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Fill out the form and Save it. Note that First Name, Last Name are mandatory fields.
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Congratulations, you have created your first contact in GoCRM.

The phone number and email address must be unique when adding a contact. If contact information exists you will be notified.

Custom Fields

If you'd like to customize your form, view adding custom fields.


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Import Contacts from a CSV File

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.


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Add Contacts from Website


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Add Contacts from Zapier


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