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How to set up your Contact Hub

The Contact Hub in GoProposal stores all your client, prospect, and organisation details in one place. You can import clients from an integration or add them manually.

Written by Russell Henderson

Import clients from an integration

  1. Click the Contacts tab.

  2. Select Import from and choose your integration (for example, Karbon).

📎 NOTE: If you're not connected to an integration, this system hides this option. Adding clients to an integration doesn't update the Contact Hub, so re-import the contact list to keep it current.

Add clients manually

  1. Click the Contacts tab from your dashboard.

  2. Click Create, then select Individual or Organisation.

  3. Enter the required details and save.

📌 TIP: Re-importing contacts doesn't affect clients already linked to integrations.

Using the Contact Hub

  • Search and filter: Use the Category dropdown to find clients, prospects, or missed opportunities

  • Renewal tracking: Select Renewal Due to view clients with renewals this month or the next three months

    • Renewal dates are based on the financial year end in the original proposal

    • You can update this in the client’s contact details

  • View types: Use the left-hand icons to switch between organisations and individuals

  • Weekly report notifications:

    1. From the right-hand side, click Preferences.

    2. Toggle notifications ON.

    3. Choose the day and recipients for the report.

    4. Add other email addresses if needed.

See also

View and manage invoices in the GoProposal dashboard

Changing account codes in the Invoice tab

How to use the Contact Hub

Need Support?

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