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Adding contacts to your CRM – Some suggestions when adding contacts
If you have everything on paper, start entering them according to the ideas suggested below. If you already have them in an electronic format, you have to import them. A common question is if you should clean them up in the old database first, or clean them up in the new one. By cleaning up, we mean getting rid of contacts when we do not know who they are, or filling in a last name on contacts that have none, etc. One difference that may affect that decision is that if you do it in the new one, you are learning the new one, so maybe that's the better way to go. If you do it that way, but the existing database is such a mess that it creates problems with the import, then you have your answer. Just delete the trial import and clean it up before you import.
As soon as you get the new database in and cleaned up – BACKUP immediately, twice!
As you are adding your contacts, click around in the menus. Try right clicking everywhere and see if anything happens. Experiment! That is part of getting a new CRM. The more time you spend ... more
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