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.

Accessing Contacts

1. Navigate to CRM → Contacts
2. Browse the contact list or use search
3. Click any contact to view details

The Contacts View

The Contacts tab shows:

• Search bar: Find contacts by name, email, or company
• Contact list: Paginated view of all contacts
• Action buttons: Create new contact, import CSV, deduplicate

Each contact row displays:

• Contact name and avatar
• Email address
• Phone number (if available)
• Associated company
• Number of linked deals

Creating Contacts

Quick Create

1. Click New Contact in the Contacts view
2. Fill in required fields:
   • Name: Contact's full name
   • Email: Primary email address
3. Add optional information:
   • Phone: Contact phone number
   • Company: Link to a company
   • Notes: Additional context
4. Click Create

Create from Deal

When adding a contact to a deal:

1. Open the deal
2. Go to Contacts tab
3. Click Add Contact
4. If the contact doesn't exist, click Create New
5. Fill in contact details
6. The contact is created and linked to the deal

Contact Details

Click a contact to view their profile:

Basic Information

• Name: Full name (editable)
• Email: Primary email address
• Phone: Contact number
• Company: Associated company

Linked Deals

See all deals involving this contact:

• Deal name and value
• Current stage
• Contact's role on each deal

Communication History

View logged communications:

• Calls, emails, and messages
• Timestamps and outcomes
• Full communication details

Notes

Read and add notes about the contact.

Linking Contacts to Deals

From the Deal

1. Open the deal detail page
2. Navigate to the Contacts tab
3. Click Add Contact
4. Search for an existing contact or create new
5. Select a role (optional)
6. Click Add

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/unlink button
5. The contact is unlinked but not deleted from your database

Importing Contacts

Bulk import contacts from a CSV file:

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. Click Import

Contacts are created and appear in your database.

Contact Deduplication

Over time, duplicate contacts may appear. Use the deduplication tool to clean your database:

Finding Duplicates

1. Click Deduplicate in the Contacts view
2. The tool scans for potential duplicates based on:
   • Email address matches
   • Similar names
3. Review the list of potential duplicates

Merging Duplicates

1. Select a duplicate pair
2. Choose the primary record (the one to keep)
3. Click Merge
4. Data from the duplicate is merged into the primary
5. The duplicate contact is removed

What Gets Merged

When merging:

• Deal associations transfer to the primary contact
• Notes are combined
• Communication history is preserved
• The most complete information is kept

Searching and Filtering

Search

Type in the search bar to find contacts by:

• Name
• Email address
• Company name

Search is case-insensitive and matches partial strings.

Filtering

Use available filters to narrow results:

• Contacts with deals
• Contacts without deals
• By company

Editing Contacts

Inline Editing

On the contact detail page:

1. Click any field
2. Edit the value
3. Changes save automatically

Full Edit

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

Deleting Contacts

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

Contact and Company Relationship

Linking to a Company

1. Edit the contact
2. Select a company from the dropdown
3. Or create a new company inline
4. Save changes

The contact now appears under that company's associated contacts.

Changing Companies

1. Edit the contact
2. Select a different company
3. Save changes

The contact moves to the new company association.

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?

Export functionality depends on your plan. Check your account settings or contact support for export options.

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