People

One of the section in the workspace, all the data found in research action will be added here automatically ; also you can import your own list in here to work with the CRM and reach out to them in case that's your goal.

  • Want to delete your records? select as many records as you want then click on 'delete' button.

  • Want to add one/many records manually? Click on '+ New Record'

  • Choose a name for the person you're adding to the CRM.

  • All the fields you see in the picture is optional and you can fill them if you have the related info of each field

  • Other features in the CRM?

    • Import records, if you have a sheet of people you can import your file into the system.

    • Export View, export all the data you have in the CRM.

    • You can always double check deleted records to bring them back if needed.

Last updated