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Set up your Contact Hub
Set up your Contact Hub

How to set up your contact hub to use this with your clients.

Nuala Turnbull avatar
Written by Nuala Turnbull
Updated this week

You need to import or manually add your clients to the Contact Hub. When you first select the Contacts tab, you're prompted to import your current client data or import this manually.

How do I import from an integration?

You can import your clients from the integration you're using within GoProposal. For example, Karbon.

Import Clients

To import these clients, click Import from and click the integration.

📎NOTE: If you're not connected to an integration, this won't appear on the dropdown.

If you add new clients/prospects to your integrations, this won't auto-pull through. You will need to re-import your contact list to ensure this is up to date within the Contact Hub.

Add clients manually

To manually add in a client, prospect or organisation, click the Contacts tab from your dashboard.

Any clients already linked to your integrations won't be affected if you re-import to update your Contact Hub.

From here, you can view any client, prospect or organisation added.

Click Create, then click either Individual or Organisation.

How can I use the contact hub?

Within the Contact Hub, you can search for particular clients, prospects or missed opportunities by selecting from the Category dropdown.

When you select Renewal Due you can search for client renewal dates during this month, or the next 3. This is based off the date the initial proposal was raised.

The renewals are driven by the financial year end added to the proposal during the Create Proposal process. This can be changed within the client's contact details.

When you click the icons from the left-hand side, you can differentiate between viewing an organisation or individual(s).

From the right-hand side of the contact hub dashboard, you can select to turn on notifications for a weekly report.

Within the preferences, click the toggle to turn this on. Once turned on, you can view what information will be passed through the weekly report.

You can further configure this by selecting the day of the week you would like this report sent, and who it should be sent to.

The email address added by default is taken from the company section. You can add additional email addresses.

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