How to get started with CRM?

Check out our beginner's article on CRM keap.com/product/what-is-crm?ls=social&utm_…

So you have your CRM, but how do you get started? Import contacts, of course! Start with a CSV with all your contacts and import it into your CRM. Be sure to start small and include basic information—name, email, phone number, etc. Once you’re comfortable, you can start adding custom fields that are relevant to your business.

Keap's (formerly Infusionsoft’s) powerful customer relationship management (CRM) software integrates with apps you use daily to get your sales and marketing efforts more organized, deliver personalized follow-up service, and close more sales. Learn more, demo our marketing software, and start a free trial: keap.com/?ls=social&utm_source=youtube&….

Subscribe to our YouTube channel: youtube.com/c/Keapgrowing
Follow us on Twitter: twitter.com/KeapGrowing
Like us on Facebook: facebook.com/Keap/
Follow us on LinkedIn: linkedin.com/company/keap-growing