Smart CRM

Learn how to create and manage people or contacts through the built-in CRM of Launch OS..

Claire F avatar
Written by Claire F
Updated over a week ago

Take the guesswork out of managing customer relationships with a "Smart" CRM backed by advanced AI-powered algorithms that help you supercharge your sales and marketing efforts and make smarter, more informed business decisions.

The contacts can be created manually, imported, or added automatically from a campaign. For example, when a lead submits information through a page built into your Launch OS account, the information submitted will be recorded both in the People App and in the Contacts tab of a page within these Launch OS apps: Sites, Funnels, and Pages. You can also view, add, and manage contacts in both.

If you connected a 3rd-party CRM to your page, the contact details from the submitted form will also be forwarded to your CRM aside from recording them in the Launch OS People App. Here is an article on How to Connect a Page to an Autoresponder / Email Provider and Capture Leads.
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Creating a Single Contact

To manually create a new contact, you can either click the [+] icon at the top-left navigation of the contact list or click the [+Create a Contact] button at the upper-right corner of your screen (People App).

Then, enter information and notes.
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Searching for a Contact

To search for contacts and filter results, click the [Filter] icon at the top-left navigation of the contact list. You can select fields and conditions, and then add values.

Editing or Deleting a Contact

To edit a contact, click the contact name or the [Open] button at the right side of the contact name then edit field values.

To delete a contact, click the [Delete] button at the right side of the contact name.
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Importing or Exporting a Contact

To import or export contacts, click the three-dot icon at the top-left navigation of the contact list.
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