Managing CRM Contacts

Contacts in meetergo CRM represent the people you work with on deals. Link contacts to deals, assign roles, track communication history, and maintain a clean contact database with deduplication tools.

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Open your contacts

Open CRM

Click CRM in the sidebar.

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Open your contacts

Open CRM

Click CRM in the sidebar.

Switch to Contacts

CRM opens on Deals. Click the Contacts tab to see everyone in your database. The number beside the tab is your total contact count.

Read the contact list

Read a contact row

Each row leads with the contact name and their email address, then Company, Account owner, Next Meeting, Tags and Created. Use Columns to hide the ones you do not need.

Search the list

Type a name, an email address or a company to narrow the list. The search is case-insensitive and matches partial words.

Build a filter

Filters build a condition on any contact field. Save a filter you keep reusing as a view, and it appears as a tab above the list.

Open a contact

Open a contact

Click a row to open the contact record beside the list.

Work through the tabs

Overview holds the address, company, notes, custom fields and tags. Deals lists every deal this person is on, Activity shows their appointments and form submissions, and Files holds their attachments.

Add and clean up contacts

Add a single contact

New Contact opens a short form. Name and email are all you need, everything else can follow later.

Import a CSV file

Import takes a CSV file and lets you map its columns onto contact fields before anything is created.

Merge duplicates

Contact Deduplication scans for records that share an email address or a phone number, then lets you pick which one to keep and merge the group into it.

The contact record

Opening a contact from the list shows four tabs.

If CRM Email Sync is enabled, Activity also shows emails automatically synced from Gmail or Outlook, grouped by conversation thread.

Creating contacts

New Contact asks for a name and an email address. Everything else can follow later from the contact record.

You can also create a contact while you are working on a deal, without leaving it. That flow is described under From the deal below.

Linking contacts to deals

From the deal

1. Open the deal
2. Go to the Contacts tab
3. Click Add Contact
4. Pick the person under Contact. The picker searches your existing contacts, so create the contact first if they are not in your database yet
5. Choose a Contact Role (optional)
6. Click Add Contact

Contact roles

Assign roles to clarify each contact's involvement:

Removing contacts from deals

1. Open the deal
2. Go to the Contacts tab
3. Find the contact
4. Click the remove button on their row
5. The contact is unlinked but not deleted from your database

Importing contacts

Import takes a CSV file and maps its columns onto contact fields before anything is created.

Preparing your CSV

Create a CSV file with columns for:

• name or firstName and lastName
• email
• phone (optional)
• company (optional)

Example:

name,email,phone,company
John Smith,john@acme.com,+1-555-0100,Acme Corp
Jane Doe,jane@globex.com,+1-555-0200,Globex Inc

Importing

1. Click Import in the Contacts view
2. Upload your CSV file
3. Map CSV columns to contact fields
4. Review the preview
5. Start the import

Contacts are created and appear in your database.

Merging duplicate contacts

Contact Deduplication groups records that share an email address or a phone number. Open it, review each group, choose the record to keep, and merge.

What gets merged

When merging:

• Deal associations transfer to the record you keep
• Notes are combined
• Communication history is preserved
• The most complete information is kept

Filtering and saved views

Filters builds a condition on any contact field, and conditions can be combined. A filter you keep reusing can be saved as a view, which then appears as a tab above the list next to All contacts.

Columns controls which columns the table shows, so you can hide the ones you do not use.

Editing contacts

1. Open the contact
2. Click Edit
3. Change the fields in the form
4. Click Save Changes

Tags and custom fields are edited directly on the Overview tab, without opening the form.

Deleting contacts

1. Open the contact
2. Click Delete
3. Confirm the deletion

To remove several at once, tick the checkboxes in the list and use the Delete button in the bar that appears above the table.

Contact and company relationship

To link a contact to a company, or move them to a different one, open the contact, click Edit, pick the company, and save. The contact then appears under that company's associated contacts.

Best Practices

Data Quality

• Use consistent name formatting
• Verify email addresses
• Keep phone numbers in a standard format
• Link contacts to companies when applicable

Regular Maintenance

• Run deduplication monthly
• Update contact information when it changes
• Remove truly outdated contacts

Complete Profiles

The more information you have:

• Easier to find contacts
• Better context for deals
• More useful for team members

Role Assignment

Always assign roles when linking to deals:

• Clarifies who's who on complex deals
• Helps prioritize outreach
• Provides context in activity history

FAQ

Can a contact be linked to multiple deals?

Yes, a contact can be associated with as many deals as needed. Each deal can have a different role for the same contact.

What's the difference between CRM contacts and booking contacts?

CRM contacts are for sales pipeline tracking. Booking contacts are created when someone books a meeting. The two can overlap, and booking contacts can be added to deals.

Can I export contacts?

There is no export button on the Contacts page. You can read your contacts through the meetergo API (GET /crm) with a Personal Access Token (API Key). If you need the people who booked a meeting with you, including their booking form answers, export your bookings instead: Export bookings and attendee lists as CSV (Excel).

Are contacts shared across the team?

Yes, all team members with CRM access can view and edit contacts (subject to permissions).

What happens to a contact when their company is deleted?

The contact remains but is no longer associated with a company. You can link them to a different company.

Can I see all contacts for a specific company?

Yes, open the company profile to see all associated contacts.

Related Articles

• CRM Overview
• Creating and Managing Deals
• Working with Companies
• Notes and Attachments
• Communications Log
• CRM Email Sync