Inside your CRM you have a few places you can store details about the contact. This data may be the meeting notes or phone call conversations therefore you would store these inside the contacts activities.

However, sometimes you might want to jot down information about the contact themself. This may be details on where you met this contact and what relevance they have to your fund.

To add this particular information, go to the chosen contact and go to the edit profile page. Inside here you'll find a contact profile box that you can include content inside.

You can also bulk upload your contact profile details too, if you would prefer to include contact profile details to your full contact list. To do this, export your contacts to pull out the contact's Excel sheet.

Then you'll find the column to add this information in column S. Once information has been filled out in the cell/cells then save, and import the template back into the portal.