admin Even though MyContactManager.me stores your data securely, it’s smart to keep your own backup. 1. Export your contacts regularly Download your CSV monthly or quarterly. 2. Store backups safely Options: 3. Keep multiple versions This protects you from accidental deletions or changes. 4. Why backups matter Your CRM is a relationship engine — keeping a … Read more
You can download your entire contact list anytime for backup or migration. 1. Go to the Export page Use the top menu or dashboard link. 2. Click “Export Contacts” This generates a CSV file containing: 3. Save the file Your browser will download the CSV automatically. Why exporting matters
If you already have contacts stored in another system, you can bring them into MyContactManager.me quickly using a CSV file. 1. Prepare your CSV file Your CSV should include simple column headers such as: Tip: Tags can be comma‑separated inside the cell. 2. Go to the Import page From your dashboard or menu, click Import … Read more
Follow‑ups help you stay consistent and reliable. 1. Sales Use follow‑ups to: 2. Client work Use follow‑ups to: 3. Networking Use follow‑ups to: 4. Personal contacts Use follow‑ups to remember: 5. Keep it simple One reminder at the right time is more powerful than a complicated system.
Follow‑ups are your lightweight workflow system. 1. Set reminders for every important interaction Examples: 2. Use follow‑ups to manage relationships Great for: 3. Combine follow‑ups with notes Example: 4. Review your follow‑ups daily A quick daily check keeps you on track.
Once you’ve completed a follow‑up, mark it done to keep your list clean. 1. Open the follow‑up From the Follow‑Ups page or the contact profile. 2. Click “Complete” This removes it from your active list. 3. It’s automatically added to history Completed follow‑ups appear in the contact’s Activity History so you always have a record.
You can see every reminder in one clean list. 1. Go to “Follow‑Ups” Use the top menu or dashboard link. 2. View your list You’ll see: 3. Click any follow‑up to open the contact This takes you directly to the person you need to reach out to. 4. Sort or filter (if supported) Some setups … Read more
Article 1 — How to Set a Follow‑Up Reminder Follow‑ups help you stay connected and never lose track of important relationships. 1. Open the contact Go to Contacts, then click the person you want to follow up with. 2. Find the Follow‑Up section It appears directly on the contact profile. 3. Add your reminder Enter: … Read more
A clean documentation habit makes your CRM powerful. 1. Add short notes often You don’t need long paragraphs. A few lines are enough. 2. Document immediately Add notes right after: 3. Use consistent formatting Examples: 4. Combine notes with tags Example: 5. Review history before reaching out This keeps your communication sharp and personal.
Notes and follow‑ups work together to keep you organized. The original note The follow‑up The completion This gives you a full picture of the interaction.