CRM
Frequently Asked Questions
Common questions about contacts, companies, deals, calendars, and data management.
People, companies & deals
Can I add custom fields to People and contacts in the CRM?Why is the CRM companies tab empty while people/deals show data?How do I reset my CRM pipeline / delete deals?Why is the CRM showing no results?
Import, export & integrations
How do I import a lead list into the CRM?How do I import my CRM contacts into a spreadsheet for cold email?How do I export my CRM People list to a spreadsheet?Does Acquisity integrate with GoHighLevel (GHL) CRM?
Calendar, meetings & bookings
Where do I find my calendar/appointments in the dashboard?Can I delete appointments from the CRM?How do I set my calendar availability hours?How do I connect a client's calendar to the Cold Email Agent?Which meeting link should I configure — mine or my client's?How do I add a Google Meet link to CRM meetings instead of Zoom?