Contacts
Can I import & export all my contacts?
Absolutely! Mister James CRM allows you to manage all your contacts with import and export features.
Exporting all contacts:
Go to Contacts, click the three dots at the top, and select “Export Contacts”. This will create a CSV file of all your contacts, which you can use for reporting, backups, or transferring to other tools.
Importing contacts:
From the same menu, select “Import File”, upload your CSV, and add new contacts to your CRM.
Using these features ensures you can easily manage your contact data, keep everything up to date, and integrate with other systems.