Frequently Asked Question

Effective contact management is at the heart of any successful CRM strategy. This guide covers how to manage your contacts in Goldilocks CRM.

Viewing and Editing Contacts

In the Contacts section, you can view a list of all your contacts. Click on a contact's name to view their detailed profile, including their contact information, associated deals, and recent activities. To edit a contact, click the Edit Contact button on their profile page.

Using Tags to Organize Contacts

Tags are a flexible way to categorize and filter your contacts. You can add tags to contacts based on their source, industry, or any other criteria that makes sense for your business. To add a tag, edit a contact and type the tag name in the Tags field.

Searching and Filtering Contacts

You can search for contacts by name, email, or company using the search bar at the top of the Contacts page. You can also filter contacts by their tags to quickly find specific groups of contacts.