ClientClick HelpCRMCRM (My Book)Adding contacts to My Book CRM

Adding contacts to My Book CRM

My Book CRM will gather all leads from your website, so you can keep track of who contacted you and keep in touch with them. My Book will also allow you to work with contacts outside of your website by adding them manually, importing them from a .csv file or synchronising them with your Google account.

You can get contacts (people) into My Book CRM in one of three ways:

1. Manually create a new contact
2.  Import multiple contacts from a CSV file
3. Enable Sync with your Google Account