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Add / Import Contacts

Using the CRM plugin, contacts are created as People records. Once you have installed the CRM plugin, you can add new People records manually or by importing them from a CSV file.

Create a new contact

The CRM plugin is very powerful, particularly because it works in concert with the Business Directory plugin to:

  • Store information on your contacts
  • Connect contacts with Business listings in your Directory
  • Track interactions with members & constituents
  • Assign members to specific activities
  • Track which members attended events
  • Save meeting notes along with a list of who attended the meeting
  • The possibilities are endless!

NOTE: The CRM plugin is primarily for internal use. However, certain fields may be set to display on your site. New contacts are created as People records.

Add a new contact to CRM

  • Go to People >> Add New
  • Enter contact’s name in the Title field.
  • Use the text field to store any details or notes you’d like to keep regarding the contact
  • Scroll down to enter contact information, ie. address, phone, email

In the right menu, you can create categories for your contacts.  You might want to keep track of likely volunteers, potential board members, contacts you’ve met in person, etc.

OR: Use the CRM Importer to import all of your contact at once!

Connect contact with a Business

The CRM plugin lets you link your Business Directory listings with your People listings.  You can create a connection between a contact and a business using the right-hand menu.  Select a business from your directory or add a new business.  (Note: if you add a new business here, you will need to go to the Businesses menu to update the details for that business)

Add an activity to contact record

Activities can be anything from attendance at an event to board meetings, to phone calls, volunteer interests…you name it. Click on ‘Add Activity’ below the People record to create a new activity.

Activities can be assigned to more than one person.  For instance if you have a board meeting, you can enter the activity once, including notes from the meeting and then assign that same Activity to everyone that attended.

To add an Activity, you can search for Activities you have already entered, or add a New Activity.

Create new contact screenshot - click to enlarge

How to video


Import CRM contacts

Use the CRM Importer plugin to easily import all of your current contacts to the People database from a CSV file…save yourself hours of data entry time!


Connect a People record to Business record

The CRM plugin is very powerful particularly because it connects to the Business Directory plugin to:

  • Store information on your contacts
  • Connect members and contacts with a business in your directory
  • Track interactions with members & constituents
  • Assign members to specific activities
  • Track which members attended events
  • Save meeting notes along with a list of who attended the meeting
  • The possibilities are endless!

Manually connect

Create a connection between a People record and their Business Listing by editing the People record and using the ‘Connected Businesses’ menu on the right. 


Connect on mport

Use the CRM Importer plugin to connect your contacts with their Business listings at import…save yourself hours of data entry time!


Automatically connect

When you use the Member Updater or Member Manager Pro plugin, a new People record (contact) is automatically created and connected to the Business when the member joins your organization.


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