1. Access CRM

Step 1: Log in to GTG CRM

Log in to your GTG CRM account.

Step 2: Open the Contact menu.

From the menu bar on the left, click "Contact" .

Main interface

You will see a list of all contacts (customers) in the system.

2. View the Contact List

Information displayed

The contact list displays the following columns of information:

Automated data source

Contacts are automatically routed to the CRM from:

• Facebook Messenger - Customers messaging the Fanpage
• Gmail - Guest email
• Landing Page - Customers fill out the form or send a message via Live Chat.

3. Create a New Contact

When is manual creation necessary?

When there are customers from sources that GTG CRM hasn't automatically acquired (phone calls, in-person meetings, etc.).

Step 1: Click "Create contact"

Click the "Create Contact" button in the upper right corner of the screen.

Step 2: Enter the information

Fill in the customer information:

• Full Name (required)
• Email (required)
• Phone number
• Address
• Nation
• Note

Tip: The more detailed you are, the easier it will be to manage later!

Step 3: Save the contact

Click "Save" to add the contact to the list.

4. Import data from CSV

When is importing necessary?

Once you have the customer data file (from Excel, a legacy system, etc.) available.

Step 1: Prepare the CSV file

The CSV file must be in the correct format with the following columns:

Step 2: Click "Import data"

Click the "Import Data" button on the toolbar.

Step 3: Select the CSV file

Click "Select file" and choose the prepared CSV file.

Step 4: Confirm Import

Review the data and click "Import" to complete the process.

Note: The email column is REQUIRED in the CSV file.

5. Customize the Display Columns

Step 1: Open column settings

Click "Edit column" on the toolbar.

Step 2: Add a new column

Select the columns you want to display:

• Check the column you want to display.
• Uncheck the unnecessary columns.

Step 3: Save settings

Click "Save" to apply the changes.

6. Use Filters

6.1 Filter by Date

View customers over a period of time:

• Today - New customer today
• Yesterday - Yesterday's Customer
• last 7 days
• This month
• Customize - Choose a time range

6.2 Filtering by State

Filter by contact status:

• New - New Guest
• In Progress
• Converted
• Lost - Lost customers

6.3 Advanced Filters

Search by multiple criteria:

Step 1: Click "Advanced Filters"

Step 2: Select the field you want to filter (Address, Product, Source...)

Step 3: Enter the value you are looking for.

Example: Find customers in District 5

• Select: Address
• Enter: District 5

6.4 Combining Multiple Filters

Multiple filtering conditions can be added:

• Address = District 5 AND
• Product purchased = Shirt

7. Edit Contact

Click on the contact's name to open the details page:

You can edit here:

• Personal information
• Address
• Phone number
• Note
• Status

8. Assigning Responsible Persons

Purpose

Assign the customer to the responsible staff member to:

• Clearly divide the tasks.
• Performance tracking
• Avoid duplicate care.

Step 1: Open Contact Details

Click on the contact you want to assign to.

Step 2: Select the Person in Charge

In the "Person in Charge" section, click to select an employee:

Step 3: Change the Person in Charge

If you need to transfer it to someone else:

1. Click on the name of the current person in charge.
2. Select a new person from the list.
3. Save changes

Business Contact Management

Automatic sorting

Contacts with a company domain email address will automatically be categorized as "Business" :

• abc@fpt.com.vn → Business
• xyz@gtgcrm.com → Business
• user@gmail.com → Personal

Access

Click the "Businesses" menu in the sidebar to view the B2B list.

Usage tips

What should be done

1. Enter complete information - Easy to search and manage
2. Status Update - Know which stage the customer is in
3. Take thorough notes - Note down important information
4. Clear assignment of responsibilities - One person in charge of each customer.
5. Use filters - Find your target customer group quickly

It shouldn't be done.

1. Leave email blank - Email is a required field for identification.
2. Duplicate entries - Check before creating new ones
3. Not updated - Outdated information will be inaccurate.

Summary

CRM in GTG CRM helps you:

• Automated customer acquisition from all channels.

• Create and import contacts easily.

• Customize the display columns flexibly.

• Search with advanced filters

• Edit information quickly

• Assign clear responsibilities to individuals.

Note: Make sure you have connected the channels (Facebook, Zalo, Email) in the Settings so that the CRM can automatically synchronize your contacts.