The contacts section is Crmble's address book. When you create a contact or import contacts you don't generate any Trello cards on your board. Contacts are available on a Crmble Team level, meaning they will be reachable from any board that has been added to your Crmble Team. You can import contacts by heading to the contacts section and selecting the Import option by clicking on the "three-dots" action button. An import field mapping screen will pop up. Select your import file (CSV or Excel) and map the contact fields with their corresponding source file column names. Once you are don, click on import and wait for the process to finish. Once done, all imported contacts will be available to add them to cards and generate deals. Learn more about contacts
The deals section shows in a table view all the deals you have created on your board. To create a deal, create a Trello card on a list first. Make sure the list has been connected with Crmble so that the "Add from my contacts" button is available in the crmble section when you open the card. Use the "Add from my contacts" option to pick an existing contact or create one from scratch by filling out the new contact details and clicking on the "Save new contact" button. Once you are done, the contact card and the deal fields will appear. Your deal has been created.
When you import deals, you create a new contact for each new imported deal and also a card on your Trello board. Please note that Trello only allows the creation of 1000 cards at a time. To import deals, please head to the "Deals" section and select the "Import" option by clicking on the "Action" button that you'll find in the upper right corner of the screen. As with contacts, a mapping screen will pop up. Select your import file (CSV or Excel) and map the contact and deal fields with their corresponding source file column names. Once you are done, you'll see a preview of all registries you are about to import. Click on import and wait for the process to finish. Please note that this can take some time due to the card creation involved in the process. Wait for the import progressing bar to complete. Learn more about deals
You can create a new contact just by filling out the name field.
No. The contact database is independent from the leads/cards database.
Open Crmble and go to the contact menu. Search for the contact and click the trashcan icon to delete it. If the trashcan icon is not active, it’s because you can only delete contacts that are not linked to any card of any board in your Crmble Team. You can check on the right column of the contact section the list of leads a contact is linked with. You can replace the main contact of a lead using the "Switch" that you can access by clicking the pencil icon to edit the contact from the back of the Trello card.
There are two places from which you can create a new contact:
- From a new card: Using the “Create contact” button.
- From Crmble's contact section: Using the “Create contact” button.
Your contact will be available on a Crmble Team level and available from any board in your Crmble Team.