Contact & mới

Your Contacts Address BookContacts (nav icon, /contacts) is a full personal address book — closer to the contacts app on your phone than to anything on a CRM lead. It only appears in your nav bar if your organization has the CRM turned on and…

How to Add a ContactAdd a new contact to one of your address books. Before you start You need at least one contact book — if you have none yet, KamoCRM prompts you to create one first (see How to Organize Contacts with Books and Groups).…

How to Connect an External Contact SourceConnect an outside address book so KamoCRM can keep syncing contacts from it. Before you start Credentials or server details for the account you're connecting (a CalDAV/CardDAV URL, username, and password for Apple…

How to Edit, Export or Delete a ContactChange what's on file for a contact, export it, or remove it — one at a time or in bulk. Steps Edit one contact 1. Click a contact to open their detail panel, then click Edit. 2. Change any field across the editor's…

How to Import Contacts from a VCF FileBring contacts into a book from a .vcf (vCard) file exported from another address book. Before you start A .vcf or .vcard file, and at least one contact book to import into. Steps 1. On the Contacts page, click Import…

How to Organize Contacts with Books and GroupsCreate, rename, or delete a contact book or group, and move contacts between them. Steps Create a book 1. In the left sidebar, click Add book (or, if you have no books at all, KamoCRM prompts you the first time you try…

How to View and Search Your ContactsBrowse your contacts, narrow the list to a book or group, and search or sort within it. Before you start Your organization has the CRM turned on and you hold View Contacts — otherwise Contacts doesn't appear in your nav…

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