CRM & Lead Management
Managing contacts, accounts, and responses inside GetSales.
By Nadia and 2 others3 authors13 articles
LinkedIn Activity Imports — My Network, My Conversations, and Post EngagementHow to import leads from your LinkedIn connections, conversation participants, and post engagements — what each import does, how it runs, and what to check if it gets stuck.
Sales Navigator: Setup, Sync, and TroubleshootingHow Sales Navigator connects to GetSales, how to verify it's linked, detection issues, why SN imports get stuck, and SN lists not appearing.
Why aren't my imported contacts entering my automation?Importing contacts saves them to the CRM/List but does not enrol them in an automation. How to add imported contacts to a flow, plus the "0 contacts added" causes.
How to update contacts with a CSV importThis article contains a step-by-step guide for updating an already existing contact in your CRM.
Uploading and Importing Leads into GetSalesThis article describes all options for importing contacts (leads) on GetSales.
Imports troubleshooting and FAQ
CRM Features & Use Cases
Explore CRM tools for managing leads, accounts, and responses: filtering, stoplists, and advanced lead search.
Stoplists: How to Block Contacts and Companies in GetSalesWhere to find Stoplists, required fields, how to upload, what happens after upload (the contact and its history are deleted), and how to block a contact without deleting it.
Key Features of the GetSales CRMSee how GetSales CRM lets you filter leads, track messages, view automation stats, and manage accounts in one streamlined workspace.
Managing Your Leads with GetSales CRMHow to use the GetSales CRM to manage leads, create follow-up tasks, track pipeline stages, and filter contacts.
Find Contacts from Accounts: Feature ExplainedFind contacts from companies
Filters in GetSales CRMUnderstand each filter in the contacts view and how to use it effectively
Chrome Extension GuideUse the GetSales Chrome or Orbita extension to quickly save leads from LinkedIn into your workspace.
How to Export Contacts and Conversation Historyexport contacts, download contacts, csv export, export conversation, export messages, download leads, export automation contacts, contact list export, conversation history, backup data