This guide covers the basics you'll need to start using your organisations' CRM. If you have a question that's not covered here, search for it above, or ask our friendly team for help in the live chat 💬
Adding and Editing a Person's Profile
Video transcript
Video transcript
To add a new contact to your CRM, head to the People section and click Add Person.
This will load the default People form, although you can choose to use an alternative form on the right hand side.
This form includes standard fields, such as the contact’s name, email address, pronouns and phone number.
You can use Connection fields here to connect this contact to their organisation, or can add different tags to indicate which type of contact they are.
To amend which Fields appear in your forms, add new Custom Fields or amend the order, you can follow our separate guide on Fields and Forms.
Save your form, to create the contact’s profile.
If you need to add more information later, you can click the 3 dots on the left hand side and select ‘Edit’ to amend this person’s profile - for example, you may want to upload a profile picture.
Once saved, their profile will be updated with the new information.
To add a new contact to your CRM, click the People tab on your menu. Then, click Add Person.
People are added to your CRM using Forms. You can customise these forms to include any data you might want to record about people, using custom fields - new custom fields can be set up by your account's Admin users.
Viewing, Editing and Exporting Record Form Responses
Video transcript
Video transcript
To view, or add, a new response to your Record Forms, head to Records on the top menu. Select the Record Form you'd like to view.
On the Responses screen you can filter your responses by date, or using other Custom Fields which have been enabled for that record. Click on a response in the list, to view it in full on the right hand side.
To edit a response, click the pencil icon next to the response.
Click the 'Add Response' button to create a new response to this Record Form.
The Statistics screen shows a breakdown of the responses you've received for this form; this can be filtered by dates and Custom Fields too.
To export all of your responses, you'll need to create a segment. Create a segment looking for Records, with the criteria 'Record Form' 'Has any of' 'the form you need to export'.
You can then export your segment, to download a CSV file containing all responses.
Record Forms are a flexible type of form, which capture data into your CRM.
They can be used internally (for example, instead of using a spreadsheet) or externally (as a replacement for other shareable forms, like Google Forms and Microsoft Forms) - or both!
You can view Records which are connected to people from the right hand side of their profile, or can search through all responses in the Records section.
Other helpful guides: