CRM & Lead Management
Managing contacts, accounts, and responses inside GetSales.
By Lubov and 2 others3 authors10 articles
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 GetSalesDo Not Contact List | DNC List | Blocklist | Block list | Blacklist
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