FORGOT YOUR DETAILS?

Common Operations

Import

Import records in your CRM account from external sources, if you already have the data. You can either import leads assigned to you or import leads that are assigned to other users by making use of Import Lead option.
1

Export

Export data in CSV format from individual CRM modules in GoCRMBaby. You can either manually export the records or request a data backup.
1

Navigate Records

Use the record-level and the page-level navigation to effortlessly move to the essential record. Page-level navigation facilitates moving from a particular page to the next or previous consecutive page. Record-level navigation enables moving from one record to the next or previous consecutive record.

Search Records

Save time by making use of the search feature to locate specific records or specific information without having to go through the complete list of records. There are three search options: Search records alphabetically, by Criteria or by Information.
1

Only company will support all kind of customization's to fit-in your business sales process

TOP
Menu Title