Contacts

About contacts in Platformax and how to work with them

Darko Zivkovic avatar Dejan I Kriptomat avatar Saso avatar
10 articles in this collection
Written by Darko Zivkovic, Dejan I Kriptomat, and Saso
Contacts - about companies and persons

About contacts - Companies and Persons

Platformax recognizes two types of contacts - Companies and Persons. Read this article and get started with your contact database.
Dejan I Kriptomat avatar
Written by Dejan I Kriptomat
Updated over a week ago

How to add new Company?

There are multiple ways you can add new Companies to your Platformax CRM account. Find all of them in this article.
Dejan I Kriptomat avatar
Written by Dejan I Kriptomat
Updated over a week ago

How to add new Person?

There are multiple ways you can add new Persons to Platformax CRM. You can find all of them in this article.
Dejan I Kriptomat avatar
Written by Dejan I Kriptomat
Updated over a week ago

Active and inactive company

What does it mean and how to change status
Dejan I Kriptomat avatar
Written by Dejan I Kriptomat
Updated over a week ago

About custom fields

Custom fields allow you to keep any and all data you need on your Contacts in Platformax CRM.
Dejan I Kriptomat avatar
Written by Dejan I Kriptomat
Updated over a week ago

How to import contacts using .csv or .xls spreadsheets?

You can import contacts to Platformax CRM using CSV files and XLS spreadsheets. Read more details in this article.
Dejan I Kriptomat avatar
Written by Dejan I Kriptomat
Updated over a week ago

How to use filters - segment contacts in Platformax?

This article will help you understand and use filters in Platformax better. How they can be used and what they are for.
Saso avatar
Written by Saso
Updated over a week ago

What are TAGs and how do they work?

This article will help you understand the power of adding a TAG to your contacts in Platformax, and why this is a powerful function to have.
Saso avatar
Written by Saso
Updated over a week ago