Contacts

This section will help you get started customizing, importing, and working with your contacts. As contacts are the heart and soul of KarmaCRM we'd like to take a moment or two to introduce new users to all the wonderful features available to you through.

Importing / Exporting

We know how excited you are to get started, so in this section we walk you step by step through the process of importing your data into KarmaCRM from other applications such as Freshbooks, Highrise, and some others.

• Getting Started
• Importing from CSV
• Importing from Freshbooks
• Importing from Highrise
• Importing from Outlook
• Exporting Your Contacts

Managing Your Contacts

All the basic management of your contacts including creating, updating, and keeping track of tasks, notes, events, and much more.

• Understanding the Contact Form
• The Contact Detail Page
• Advanced Searching and Filtering
• Deleting a Contact
• Merging a Contact

Customizing Your Contacts

Every sales process is different. One of the key components in designing KarmaCRM was to make it compatible with our customers. This section will explain what you can do to ensure your contacts are customized according to your needs.

• Tailoring Contacts to Your Sales Process
• Adding Custom Fields

Tips and Tricks

No smoke and mirrors here. Just a couple ideas based on customer feedback to consider while using your contacts in KarmaCRM. We want you to all become "Power Users" and maximize the potential of your contact lists.

• Keeping Your Tags Useful
• Using Your Stages Wisely
• Why Should I Keep My Contacts Up-to-date?
• Log Everything!
• Keep List Building in Mind