Get started with your Concours Pro CRM by adding your first contact. It’s a quick way to kick off building stronger customer relationships and streamlining your business.
Contents
Add a New Contact
Start growing your customer base by adding contacts to your Concours Pro CRM. It’s simple and sets the foundation for better engagement:
- Head to Contacts in the main menu.
- Hit the Add Contact button.
- Fill in the details like name, email, or phone. The more info you add, the easier it is to tailor your communications. Need a specific field that’s not there? Check the Set Up Custom Fields section.
- Click Save.
This straightforward process lets you quickly organise your contacts, saving you time for what matters most—running your business.
Update an Existing Contact
Keeping your contact details accurate is a breeze. Update records in moments to ensure your CRM stays reliable:
- Go to Contacts.
- Click the contact row to open the contact card you want to tweak.
- Make your changes on the left-hand side.
- Hit Save to lock in the updates.
Regular updates keep your customer info spot-on, helping you stay connected without the hassle.
Set Up Custom Fields
Custom fields let you shape your CRM to match your business needs. Track exactly what matters to you with ease:
- Navigate to Settings and select Custom Fields.
- Click Add Field.
- Pick the field type, like text, dropdown, or date.
- Add the field details, such as name, group, or placeholder, so your team knows what’s required. Hit Save.
With custom fields, you can capture the right data for your workflows, making your CRM more efficient and tailored to your goals.
