GeoPal CRM

The CRM system in your GeoPal account allows you to save Company and Contact details. You can configure this system to suit your business. You can add departments, company/contact types, job titles and extra fields. 

You can configure your GeoPal CRM from the ‘Configuration section’ under the heading ‘CRM’. You need to configure the companies and contacts prior to adding their details.

Can I add more than one company at a time?

Yes, this can be done similarly to the User Upload. GeoPal CRM is broken into Company and Contact information, each contact may be associated with a Company. This information is used when assigning jobs to provide mapping facilities and for reporting job data by company. 

The Company upload lets you import up to 500 company records in bulk. Once the template is downloaded, complete the mandatory fields and enter the company ID, you can then import the file via the ‘choose file option’.

The system won’t recognize my company data and I cannot complete an upload?

If there is a problem with the file the system will provide an error message. This could simply be because the data does not match the template we provided in the download. Check the template and try the upload again, if you continue to have problems send an email to support@geopal.com.

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