Contacts

Open CRM, Contacts and press Add contact at the top of the page. A short form opens over the page. A contact has a status (Lead, Prospect, Customer, Inactive), an owner, tags and where they came from.

Companies

When you put a company name on a contact, a company record is made for it. CRM, Companies lists them; a company's page shows its people, deals, open tasks and history together. Renaming a company renames it on everyone who works there.

Import a spreadsheet

On the Contacts page press Import. You upload a CSV file, match its columns to Spotbookr's, and import. Companies and deals are imported the same way. See Move your records over from another system.

Duplicates

When two contacts share an email, a phone number, or a name at the same company, a possible duplicates button appears on the Contacts page. Choose the one to keep: the other's deals, tasks, notes and appointments move to it. A merge cannot be undone, and only a manager or the owner can do it.