Adding Contacts
Oriol Zertuche avatar
Written by Oriol Zertuche
Updated over a week ago

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.

Fill out the form and Save it. Note that First Name, Last Name are mandatory fields.

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.

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.

Add Contacts from Website

Add Contacts from Zapier

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