How to add/import contacts?

Adding contacts manually is a simple process that can be done through the EQUP CRM interface. This method is useful for adding a small number of contacts one at a time. First, let's define what a contact is - it's a person who is interested in your business or products you sell or the service you provide. The word "contact" in EQUP can refer to any of the following: a contact, a lead, a prospect, or a customer.

1. Navigate to the CRM > Contacts section in your EQUP account
   
   
2. Click on the "Add Contact" button on the top right side of the page. 
   
   
3. Once you click on the button, you will be prompted to enter the details of the contact, such as their name, email, phone number, and any other relevant information. 
   
   
4. Once you have entered all of the information, you can click on the "Save" button to add the contact to your EQUP CRM.

1. Go to the CRM > Contacts section in your EQUP account.
   
   
2. Click on the "Import Contacts" button on the top right side of the page
   
   
3. Click on the box that says "Drag and Drop" to upload your contacts file. You can also download a sample file to check if the format of your file is right.
   
   
4. After choosing the file, make sure to check the checkbox that states "I agree that..." and then click on next.
   
   
5. Now map the fields of your excel/CSV file with the corresponding fields in EQUP.
   
   
6. If there are fields that are not present in EQUP, you have the option to add them as custom fields by clicking on the "Add Custom Field" button next to the field.
   
   
7. After mapping all the fields, click on "Next."
   
   
8. On the next screen, you will find the following option:

•  Choose whether to ignore or overwrite duplicate contacts that are already present in your EQUP CRM.
• Choose the source of the contacts. You can either select one from the existing options in the drop-down or create a new one by clicking on the "Add New Source" button.
•  You will also have the option to apply tags to the contact you are importing or you can also ignore it.
  
  

9. On the next step you will see a message that your import has started, it may take some time depending up on the number of contacts you are importing to your CRM. Once the import is complete you will receive a notification on your dashboard and in your email.

For businesses that receive leads through their website, EQUP offers a convenient solution to integrate those leads directly into your EQUP CRM. By utilizing EQUP's website tracking script, you can easily bring your website leads into your EQUP account. The process involves integrating the tracking script into your website and mapping the fields of your website forms with the fields in EQUP. Once the setup is complete, any lead that fills out a form on your website will automatically be added to your EQUP CRM, streamlining your lead management process and helping you keep your leads organized and tracked.

EQUP also offers a landing page and form builder feature for businesses without a website. With this feature, you can easily create a custom landing page with a form that includes all the necessary fields for your CRM. Simply use the drag-and-drop builder to design your landing page and form, and then publish it. By sharing the landing page on your social media accounts, you can attract leads who can fill out the form and have their information automatically saved to your EQUP CRM. This feature streamlines the process of capturing leads, making it easier for your business to grow.