Contacts are the heart of your CRM.
And everything else in GoHighLevel
connects back here. You may see some
sample contacts that you'll want to
remove, but for now, it's helpful to
leave them for the tutorial. To add a
new contact, click the add contact
button in the top right. Fill in your
contact details
and click save.
This will open the contact view, where
you have their information on the left.
You can message them directly in the
center with email, or if they have a
number, you'll see WhatsApp or SMS here.
And on the right, you'll see their
activity, tasks, notes, and more. If
you're coming from another system, where
you have a full list of leads to add,
you can also import contacts. Click the
back arrow or smart lists to return,
and then click the import button, and
follow the four-step process.
In step two, GoHighLevel provides a
sample CSV file that makes it easy to
arrange your data. And once you upload
your sheet, you'll map your columns to
fields, which is pretty straightforward
if your column names match up. After you
verify and start the import,
your new leads will be added to the
platform.
If it's taking a while, you can check
the process of long-running imports
under bulk actions. You can also show
the list of contacts that you imported
in this file by clicking the three-dots
action menu and show imported.